Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$207K Buy
2023
Q3
Sell
2023
Q2
$205K Buy
2023
Q1
$227K Hold
2022
Q4
$212K Sell
2022
Q3
$389K Buy
2022
Q2
$227K Hold
2022
Q1
$377K Hold
2021
Q4
$613K Hold
2021
Q3
$847K Buy
2021
Q2
$365K Buy
2021
Q1
Sell
2020
Q4
$294K Buy