Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$248K Sell
2024
Q1
$520K Sell
2023
Q4
$565K Sell
2023
Q3
$1.39M Buy
2023
Q2
$1.49M Buy
2023
Q1
$1.32M Buy
2022
Q4
$1.19M Buy
2022
Q3
$916K Sell
2022
Q2
$1.23M Buy
2022
Q1
Sell
2021
Q4
$992K Buy
2021
Q3
$949K Buy