Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$727K Sell
2024
Q2
$996K Buy
2024
Q1
$812K Buy
2023
Q4
$765K Sell
2023
Q3
$620K Sell
2023
Q2
$691K Buy
2023
Q1
$579K Sell
2022
Q4
$532K Buy
2022
Q3
$361K Buy