Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$68.5K Sell
2024
Q2
$121K Sell
2024
Q1
$1.47M Sell
2023
Q4
$1.72M Buy
2023
Q3
Hold
2023
Q2
Sell
2023
Q1
$233K Sell
2022
Q4
$279K Buy
2022
Q3
Hold
2022
Q2
Hold
2022
Q1
Sell
2021
Q4
$557K Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Hold