Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$300K Sell
2024
Q2
$1.15M Buy
2024
Q1
$1.07M Buy
2023
Q4
$956K Buy
2023
Q3
$1.04M Buy
2023
Q2
$718K Sell
2023
Q1
$860K Buy
2022
Q4
$556K Sell
2022
Q3
$865K Buy
2022
Q2
$979K Buy
2022
Q1
$1.08M Buy
2021
Q4
$842K Buy
2021
Q3
$383K Buy