Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$304K Hold
2024
Q2
$330K Sell
2024
Q1
$342K Sell
2023
Q4
$326K Hold
2023
Q3
$346K Sell
2023
Q2
$322K Hold
2023
Q1
$313K Hold
2022
Q4
$336K Sell
2022
Q3
$259K Sell
2022
Q2
$919K Buy
2022
Q1
$259K Buy
2021
Q3
Sell
2021
Q2
$205K Buy