Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$297K Sell
2024
Q2
$341K Sell
2024
Q1
$480K Buy
2023
Q4
$379K Sell
2023
Q3
$286K Sell
2023
Q2
$430K Sell
2023
Q1
$338K Sell
2022
Q4
$302K Sell
2022
Q3
$350K Buy
2022
Q2
$333K Buy
2022
Q1
$334K Buy
2021
Q4
$560K Sell
2021
Q3
$441K Sell
2021
Q2
$453K Buy
2021
Q1
$379K Buy
2020
Q4
$227K Buy