Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$701K Sell
2024
Q3
$929K Buy
2024
Q2
$982K Buy
2024
Q1
$857K Buy
2023
Q4
$728K Buy
2023
Q3
$587K Sell
2023
Q2
$630K Buy
2023
Q1
$441K Buy
2022
Q4
$248K Buy
2022
Q3
$200K Buy
2022
Q2
$258K Buy
2022
Q1
$313K Buy