Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$219K Sell
2024
Q2
$244K Buy
2024
Q1
$217K Hold
2023
Q4
$257K Sell
2023
Q3
$276K Buy
2023
Q2
$243K Buy
2022
Q4
Sell
2022
Q3
$425K Buy
2022
Q2
$505K Sell
2022
Q1
$636K Buy
2021
Q4
$500K Buy
2021
Q1
$636K Buy