Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$583K Sell
2024
Q3
$594K Sell
2024
Q2
$550K Sell
2024
Q1
$569K Buy
2023
Q4
$408K Buy
2023
Q3
$271K Buy
2023
Q2
$2K Hold
2023
Q1
$3K Sell
2022
Q4
$7K Buy
2017
Q3
Sell
2017
Q2
$1K Buy