Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$223K Buy
2024
Q2
Hold
2024
Q1
Sell
2023
Q4
$134K Sell
2023
Q3
$174K Sell
2023
Q2
$290K Buy
2023
Q1
$164K Buy
2022
Q4
Sell
2022
Q3
$21K Sell
2022
Q2
$290K Sell
2022
Q1
$898K Buy
2021
Q4
$166K Sell
2021
Q3
$1.03M Buy
2021
Q2
$207K Buy