Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.34M Sell
2024
Q2
$1.23M Hold
2024
Q1
$1.37M Buy
2023
Q4
$1.37M Buy
2022
Q4
Sell
2022
Q3
$741K Sell
2022
Q2
$858K Sell
2022
Q1
$1.13M Buy
2021
Q4
$1.25M Buy
2021
Q3
$921K Sell
2021
Q2
$1.25M Sell
2021
Q1
$1.2M Sell
2020
Q4
$1.5M Buy