Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$217K Sell
2024
Q2
$244K Sell
2024
Q1
$253K Sell
2023
Q4
$328K Buy
2023
Q3
$268K Sell
2023
Q2
$291K Buy
2023
Q1
$212K Buy
2022
Q2
Sell
2022
Q1
$331K Sell
2021
Q4
$468K Buy