Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$828K Buy
2024
Q2
$562K Hold
2024
Q1
$562K Sell
2023
Q4
$657K Buy
2023
Q3
$544K Buy
2023
Q2
$227K Buy
2022
Q1
Sell
2021
Q4
$35K Sell
2021
Q3
$53K Sell
2021
Q2
$54K Buy
2021
Q1
$30K Buy