Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$656K Sell
2024
Q3
$709K Sell
2024
Q2
$599K Buy
2024
Q1
$586K Buy
2023
Q4
$442K Sell
2023
Q3
$497K Sell
2023
Q2
$505K Buy
2023
Q1
$492K Buy
2022
Q4
$455K Buy
2022
Q3
$386K Buy
2022
Q2
$429K Buy
2021
Q3
Sell
2021
Q2
$449K Buy
2021
Q1
$366K Buy
2020
Q4
$299K Buy
2020
Q3
$309K Buy
2020
Q2
$303K Buy