Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$104K Hold
2024
Q1
$93K Hold
2023
Q4
$130K Hold
2023
Q3
$159K Sell
2023
Q2
$271K Buy
2023
Q1
$290K Hold
2022
Q4
$302K Hold
2022
Q3
$296K Hold
2022
Q2
$384K Hold
2022
Q1
$712K Buy