Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$206K Buy
2023
Q1
Sell
2022
Q4
$201K Buy
2022
Q2
Sell
2022
Q1
$218K Sell
2021
Q4
$268K Sell
2021
Q3
$278K Hold
2021
Q2
$245K Sell
2021
Q1
$208K Hold
2020
Q4
$205K Buy