Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$434K Sell
2024
Q3
$446K Buy
2024
Q2
$432K Buy
2024
Q1
$593K Sell
2023
Q4
$461K Buy
2021
Q3
Sell
2021
Q2
$263K Sell
2021
Q1
$218K Buy
2020
Q4
$281K Sell
2020
Q3
$237K Buy