Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$312K Sell
2024
Q2
$344K Buy
2024
Q1
$356K Sell
2023
Q4
$359K Buy
2023
Q3
$281K Sell
2023
Q2
$337K Sell
2023
Q1
$384K Buy
2022
Q4
$307K Sell
2022
Q3
$327K Buy
2022
Q2
$326K Sell
2022
Q1
$525K Buy
2021
Q4
$582K Sell
2021
Q3
$529K Buy
2021
Q2
$480K Buy
2021
Q1
$258K Buy
2020
Q4
$217K Buy