Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$261K Hold
2024
Q1
$243K Hold
2023
Q4
$205K Buy
2023
Q3
Sell
2023
Q2
$649K Buy
2022
Q1
Sell
2021
Q4
$887K Buy
2021
Q3
$549K Sell
2021
Q2
$839K Buy
2021
Q1
$712K Buy