Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$405K Sell
2024
Q3
$540K Buy
2024
Q2
$382K Buy
2024
Q1
$429K Sell
2023
Q4
$375K Sell
2023
Q3
$426K Buy
2023
Q2
$434K Buy
2023
Q1
$285K Buy
2022
Q4
$234K Buy
2022
Q3
$207K Sell
2022
Q2
$214K Hold
2022
Q1
$258K Sell
2021
Q4
$247K Buy
2021
Q3
$232K Buy