Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$816K Buy
2024
Q2
$496K Buy
2024
Q1
$509K Buy
2022
Q4
Sell
2022
Q3
$315K Sell
2022
Q2
$359K Sell
2022
Q1
$701K Buy
2021
Q4
$416K Buy
2021
Q3
$307K Buy