Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$254K Buy
2024
Q3
$244K Sell
2024
Q2
$321K Buy
2024
Q1
$283K Hold
2023
Q4
$221K Buy
2023
Q3
Sell
2023
Q2
$215K Hold
2023
Q1
$201K Sell
2022
Q4
$179K Buy
2022
Q1
Sell
2021
Q4
$313K Sell
2021
Q3
$297K Buy
2021
Q2
$273K Sell
2021
Q1
$248K Buy