Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$256K Buy
2022
Q1
Sell
2021
Q4
$207K Sell
2021
Q3
$285K Sell
2021
Q2
$298K Buy
2021
Q1
Sell
2020
Q4
$8K Buy