Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Hold
2024
Q1
Sell
2023
Q4
$251K Buy
2023
Q3
$179K Buy
2023
Q2
Sell
2023
Q1
$284K Buy
2022
Q1
Sell
2021
Q4
$245K Buy
2021
Q3
Hold
2021
Q2
Sell
2021
Q1
$709K Buy
2020
Q4
$203K Buy