Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$385K Buy
2024
Q2
$323K Buy
2024
Q1
$347K Buy
2023
Q4
$294K Sell
2023
Q3
$297K Buy
2023
Q2
$282K Buy
2023
Q1
$271K Buy
2022
Q4
$222K Buy
2022
Q2
Sell
2022
Q1
$120K Sell
2021
Q4
$114K Buy