Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.32M Sell
2024
Q2
$1.28M Sell
2024
Q1
$1.28M Sell
2023
Q4
$1.18M Buy
2023
Q3
$696K Sell
2023
Q2
$746K Sell
2023
Q1
$608K Sell
2022
Q4
$590K Buy
2022
Q3
$598K Buy
2022
Q2
$510K Buy
2022
Q1
$468K Sell
2021
Q4
$567K Buy
2021
Q3
$535K Buy