Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$37.3K Buy
2024
Q2
Sell
2024
Q1
$500K Sell
2023
Q4
$479K Sell
2023
Q3
$425K Hold
2023
Q2
$435K Sell
2023
Q1
$320K Sell
2022
Q4
$349K Hold
2022
Q3
$409K Sell
2022
Q2
$549K Sell
2022
Q1
$848K Sell
2021
Q4
$950K Hold
2021
Q3
$936K Sell
2021
Q2
$1M Sell
2021
Q1
$919K Buy