Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$825K Sell
2024
Q3
$2.52M Buy
2024
Q2
$1.97M Buy
2024
Q1
$2.02M Sell
2023
Q4
$2.34M Buy
2023
Q3
$2.05M Buy
2023
Q2
$623K Sell
2023
Q1
$699K Buy
2022
Q4
$515K Buy
2022
Q3
$349K Sell
2022
Q2
$431K Sell
2022
Q1
$574K Hold
2021
Q4
$710K Buy
2021
Q3
$611K Buy
2021
Q2
$637K Sell
2021
Q1
$560K Hold
2020
Q4
$569K Hold
2020
Q3
$529K Hold
2020
Q2
$413K Sell
2020
Q1
$352K Sell
2019
Q4
$432K Hold
2019
Q3
$383K Buy