Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$289K Hold
2024
Q3
$273K Sell
2024
Q2
$306K Hold
2024
Q1
$330K Hold
2023
Q4
$345K Hold
2023
Q3
$283K Hold
2023
Q2
$314K Hold
2023
Q1
$316K Hold
2022
Q4
$230K Sell
2022
Q3
$221K Sell
2022
Q2
$239K Buy
2022
Q1
$294K Buy
2021
Q4
Sell
2021
Q3
$283K Hold
2021
Q2
$289K Hold
2021
Q1
$283K Hold
2020
Q4
$303K Hold
2020
Q3
$272K Sell
2020
Q2
$264K Sell
2020
Q1
$335K Buy