Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$656K Sell
2024
Q2
$557K Buy
2024
Q1
$499K Sell
2023
Q4
$512K Buy
2023
Q3
$456K Buy
2023
Q2
$399K Buy
2023
Q1
$452K Sell
2022
Q4
$390K Buy
2022
Q3
$342K Sell
2022
Q2
$397K Buy
2022
Q1
$433K Sell
2021
Q4
$596K Buy
2021
Q3
$468K Sell
2021
Q2
$416K Sell
2021
Q1
$353K Buy
2020
Q4
$248K Sell
2020
Q3
$202K Buy