Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$294K Sell
2024
Q1
$338K Buy
2023
Q4
Sell
2023
Q3
$234K Sell
2023
Q2
$484K Buy
2023
Q1
$458K Buy
2022
Q4
$398K Sell
2022
Q3
$508K Buy
2022
Q2
$458K Buy
2022
Q1
$489K Buy
2021
Q4
$462K Sell
2021
Q3
$491K Buy
2021
Q2
$244K Hold
2021
Q1
$237K Buy
2020
Q4
$215K Buy