Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$258K Sell
2024
Q1
$459K Hold
2023
Q4
$352K Sell
2023
Q3
$422K Sell
2023
Q2
$519K Buy
2023
Q1
$556K Sell
2022
Q4
$473K Buy
2022
Q3
$401K Buy
2022
Q2
$288K Buy
2022
Q1
Sell
2021
Q4
$391K Buy