Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$488K Sell
2024
Q3
$516K Sell
2024
Q2
$439K Sell
2024
Q1
$395K Buy
2023
Q4
$325K Sell
2023
Q3
$341K Sell
2023
Q2
$392K Sell
2023
Q1
$319K Buy
2022
Q4
$267K Buy
2022
Q3
Sell
2022
Q2
$237K Buy
2022
Q1
$234K Sell
2021
Q4
$262K Buy