Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$621K Sell
2024
Q2
$609K Sell
2024
Q1
$693K Sell
2023
Q4
$847K Buy
2023
Q3
$907K Buy
2023
Q2
$934K Sell
2023
Q1
$1.26M Buy
2022
Q4
$1M Sell
2022
Q3
$858K Sell
2022
Q2
$1.01M Buy
2022
Q1
$1.29M Buy
2021
Q4
$1.7M Buy