Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$203K Buy
2024
Q2
Sell
2024
Q1
$166K Sell
2023
Q4
$263K Buy
2023
Q3
$214K Buy
2022
Q2
Sell
2022
Q1
$302K Sell
2021
Q4
$444K Buy