Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$209K Sell
2024
Q2
$380K Hold
2024
Q1
$380K Buy
2023
Q4
$365K Buy
2023
Q3
$280K Buy
2023
Q2
$237K Buy
2022
Q4
Sell
2022
Q3
$203K Hold
2022
Q2
$203K Hold
2022
Q1
$253K Sell
2021
Q4
$342K Hold
2021
Q3
$286K Sell
2021
Q2
$542K Buy
2021
Q1
$401K Sell
2020
Q4
$664K Buy
2020
Q3
$209K Sell
2020
Q2
$201K Buy