Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$202K Buy
2024
Q1
Sell
2023
Q4
$273K Sell
2023
Q3
$430K Buy
2023
Q2
$436K Sell
2023
Q1
$348K Buy
2022
Q4
Sell
2022
Q3
$579K Hold
2022
Q2
$490K Buy
2022
Q1
$625K Hold
2021
Q4
$613K Hold
2021
Q3
$453K Hold
2021
Q2
$394K Hold
2021
Q1
$387K Sell
2020
Q4
$649K Buy