Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$219K Buy
2024
Q2
$219K Sell
2024
Q1
$208K Sell
2023
Q4
$239K Sell
2023
Q3
$203K Sell
2023
Q2
$273K Buy
2023
Q1
$211K Buy
2022
Q4
$211K Buy
2021
Q4
Sell
2021
Q3
$203K Sell
2021
Q2
$206K Buy
2020
Q2
Sell
2020
Q1
$206K Sell
2019
Q4
$393K Buy
2019
Q3
$390K Buy