Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$715K Sell
2024
Q3
$631K Buy
2024
Q2
$594K Sell
2024
Q1
$639K Sell
2023
Q4
$620K Buy
2023
Q3
$527K Sell
2023
Q2
$546K Sell
2023
Q1
$530K Sell
2022
Q4
$507K Sell
2022
Q3
$446K Hold
2022
Q2
$494K Sell
2022
Q1
$595K Sell
2021
Q4
$614K Buy