Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$510K Buy
2024
Q1
$520K Hold
2023
Q4
$485K Sell
2023
Q3
$470K Buy
2023
Q2
$422K Sell
2023
Q1
$448K Buy
2022
Q4
$404K Buy
2022
Q3
$282K Sell
2022
Q2
$509K Hold
2022
Q1
$573K Hold
2021
Q4
$560K Buy