Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$309K Hold
2024
Q2
$343K Hold
2024
Q1
$235K Hold
2023
Q4
$152K Hold
2023
Q3
$227K Hold
2023
Q2
$252K Hold
2023
Q1
$274K Hold
2022
Q4
$282K Hold
2022
Q3
$344K Sell
2022
Q2
$274K Buy