Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Sell
2024
Q1
$387K Sell
2023
Q4
$2.18M Sell
2023
Q3
$2.35M Buy
2023
Q2
$475K Sell
2023
Q1
$2.39M Buy
2022
Q4
$1.31M Sell
2022
Q3
$1.36M Buy
2022
Q2
$294K Sell
2022
Q1
$2.96M Buy
2021
Q4
$3.17M Sell
2021
Q3
$4.08M Buy
2021
Q2
$315K Sell
2021
Q1
$426K Buy
2019
Q4
Sell
2019
Q3
$388K Buy
2019
Q2
Sell
2019
Q1
$327K Buy