Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$255K Sell
2024
Q2
$263K Buy
2024
Q1
$277K Sell
2023
Q4
$361K Sell
2023
Q3
$332K Sell
2023
Q2
$453K Sell
2023
Q1
$334K Sell
2022
Q4
$275K Sell
2022
Q3
$374K Sell
2022
Q2
$306K Buy
2022
Q1
$530K Buy
2021
Q4
$622K Buy
2021
Q3
$663K Buy
2021
Q2
$742K Sell
2021
Q1
$957K Sell
2020
Q4
$930K Hold
2020
Q3
$665K Hold
2020
Q2
$567K Buy