Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$358K Hold
2024
Q3
$418K Hold
2024
Q2
$431K Hold
2024
Q1
$513K Sell
2023
Q4
$869K Hold
2023
Q3
$963K Sell
2023
Q2
$1.04M Buy
2023
Q1
$551K Buy
2022
Q4
$311K Sell
2022
Q3
$273K Sell
2022
Q2
$296K Hold
2022
Q1
$330K Hold
2021
Q4
$361K Hold
2021
Q3
$399K Hold
2021
Q2
$372K Buy
2021
Q1
Sell
2020
Q4
$353K Hold
2020
Q3
$318K Buy
2020
Q2
$204K Buy