Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$744K Buy
2024
Q1
$56.7K Sell
2023
Q4
$292K Hold
2023
Q3
$218K Buy
2023
Q2
$8.03K Hold
2023
Q1
$5.9K Hold
2022
Q4
$4.6K Hold
2022
Q3
$5K Hold
2022
Q2
$4K Hold
2022
Q1
$7K Hold
2021
Q4
$8K Sell
2021
Q3
$277K Sell
2021
Q2
$460K Buy