Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$259K Hold
2024
Q2
$246K Hold
2024
Q1
$294K Buy
2023
Q2
Sell
2023
Q1
$257K Buy
2021
Q3
Sell
2021
Q2
$281K Sell
2021
Q1
$235K Sell
2020
Q4
$521K Buy