Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$271K Sell
2024
Q3
$406K Sell
2024
Q2
$563K Sell
2024
Q1
$864K Sell
2023
Q4
$983K Buy
2023
Q3
$694K Sell
2023
Q2
$661K Sell
2023
Q1
$660K Buy
2022
Q4
$525K Sell
2022
Q3
$524K Sell
2022
Q2
$763K Buy
2022
Q1
$1.01M Buy
2021
Q4
$1.01M Buy