Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$321K Hold
2024
Q2
$424K Sell
2024
Q1
$741K Sell
2023
Q4
$1.56M Buy
2023
Q3
$507K Hold
2023
Q2
$476K Sell
2023
Q1
$508K Sell
2022
Q4
$764K Sell
2022
Q3
$810K Buy
2022
Q2
$1.12M Buy
2022
Q1
$1.11M Buy
2021
Q4
$1.08M Buy
2021
Q3
$608K Buy
2021
Q2
$628K Buy
2021
Q1
$713K Buy