Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$687K Sell
2024
Q1
$857K Buy
2023
Q4
$1.74M Sell
2023
Q3
$2.44M Buy
2023
Q2
$1.32M Buy
2023
Q1
$1.17M Sell
2022
Q4
$972K Hold
2022
Q3
$497K Hold
2022
Q2
$711K Hold
2022
Q1
$707K Hold
2021
Q4
$937K Hold
2021
Q3
$1.38M Hold
2021
Q2
$1.88M Hold
2021
Q1
$2.18M Buy
2020
Q4
$1.76M Buy