Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$241K Sell
2024
Q3
$417K Sell
2024
Q2
$365K Sell
2024
Q1
$404K Buy
2023
Q4
Sell
2023
Q3
$224K Buy
2023
Q2
$295K Hold
2023
Q1
$346K Sell
2022
Q4
$372K Sell
2022
Q3
$336K Hold
2022
Q2
$341K Buy
2022
Q1
$396K Buy
2021
Q4
$290K Buy