Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$289K Sell
2024
Q2
$286K Sell
2024
Q1
$396K Buy
2023
Q4
$342K Buy
2023
Q3
$318K Buy
2023
Q2
$258K Buy
2021
Q1
Sell
2020
Q4
$155K Buy