Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.48M Sell
2024
Q2
$1.81M Sell
2024
Q1
$1.94M Buy
2023
Q4
$1.65M Sell
2023
Q3
$2M Sell
2023
Q2
$2M Buy
2023
Q1
$1.91M Hold
2022
Q4
$2.14M Sell
2022
Q3
$1.74M Buy
2022
Q2
$1.35M Buy
2022
Q1
$1.2M Buy
2021
Q4
$989K Buy
2021
Q3
$401K Sell
2021
Q2
$728K Buy
2021
Q1
$409K Buy