Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$137K Sell
2024
Q2
$287K Sell
2024
Q1
$400K Sell
2023
Q4
$1.31M Buy
2023
Q3
$1.33M Sell
2023
Q2
$1.67M Buy
2023
Q1
$2.74M Sell
2022
Q4
$1.87M Sell
2022
Q3
$1.38M Buy
2022
Q2
$1.22M Buy
2022
Q1
$1.56M Buy
2021
Q4
$2.65M Buy
2021
Q3
$704K Buy
2021
Q2
$488K Buy
2021
Q1
$223K Buy
2020
Q4
$223K Buy