Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$239K Sell
2024
Q2
$450K Sell
2024
Q1
$1.36M Sell
2023
Q4
$1.52M Sell
2023
Q3
$1.37M Buy
2023
Q2
$1.24M Buy
2023
Q1
$1.25M Buy
2022
Q4
$1.23M Buy
2022
Q3
$680K Buy
2022
Q2
$770K Buy
2022
Q1
$320K Buy
2020
Q4
Sell
2020
Q3
$123K Buy