Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$127K Sell
2024
Q1
$141K Hold
2023
Q4
$129K Hold
2023
Q3
$131K Sell
2023
Q2
$167K Sell
2023
Q1
$215K Buy
2022
Q4
$197K Buy
2022
Q3
$174K Buy
2022
Q2
$162K Buy
2022
Q1
$222K Sell
2021
Q4
$390K Sell
2021
Q3
$331K Buy