Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$5.65M Sell
2024
Q3
$4.81M Sell
2024
Q2
$5.19M Sell
2024
Q1
$4.86M Sell
2023
Q4
$4.72M Buy
2023
Q3
$3.85M Sell
2023
Q2
$4.27M Sell
2023
Q1
$3.45M Buy
2022
Q4
$2.81M Buy
2022
Q3
$3.09M Buy
2022
Q2
$2.05M Buy
2022
Q1
$795K Hold
2021
Q4
$814K Hold
2021
Q3
$802K Buy
2021
Q2
$833K Sell
2021
Q1
$755K Sell
2020
Q4
$827K Buy