Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$395K Buy
2024
Q3
$117K Sell
2024
Q2
$215K Sell
2024
Q1
$257K Sell
2023
Q4
$357K Sell
2023
Q3
$464K Sell
2023
Q2
$443K Sell
2023
Q1
$531K Sell
2022
Q4
$550K Buy
2022
Q3
$408K Buy
2022
Q2
$457K Buy
2022
Q1
$350K Buy
2021
Q4
$107K Buy