Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$926K Sell
2024
Q3
$1.12M Buy
2024
Q2
$875K Buy
2024
Q1
$805K Buy
2023
Q4
$761K Buy
2023
Q3
$623K Buy
2023
Q2
$541K Buy
2023
Q1
$479K Buy
2022
Q4
$516K Buy
2022
Q3
$397K Buy
2022
Q2
$363K Buy
2022
Q1
$412K Buy