Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$356K Buy
2024
Q2
Sell
2024
Q1
$334K Hold
2023
Q4
$337K Hold
2023
Q3
$359K Buy
2020
Q4
Sell
2020
Q3
$893K Buy
2020
Q2
$1.03M Buy
2020
Q1
$827K Buy