Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$153K Hold
2024
Q2
$182K Hold
2024
Q1
$171K Hold
2023
Q4
$244K Hold
2023
Q3
$188K Hold
2023
Q2
$211K Hold
2023
Q1
$209K Hold
2022
Q4
$190K Hold
2022
Q3
$121K Buy
2022
Q1
$192K Sell
2021
Q4
$221K Hold
2021
Q3
$249K Buy
2021
Q2
$240K Buy