Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$531K Hold
2024
Q2
$447K Sell
2024
Q1
$463K Hold
2023
Q4
$555K Buy
2023
Q3
$349K Hold
2023
Q2
$485K Buy
2023
Q1
$540K Hold
2022
Q4
$342K Sell
2022
Q3
$538K Hold
2022
Q2
$493K Buy
2022
Q1
$427K Buy
2021
Q1
$300K Buy