Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$390K Hold
2024
Q2
$291K Sell
2024
Q1
$302K Buy
2022
Q2
Sell
2022
Q1
$207K Hold
2021
Q4
$247K Sell
2021
Q3
$262K Hold
2021
Q2
$296K Sell
2021
Q1
$307K Buy