Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$454K Sell
2024
Q3
$651K Sell
2024
Q2
$601K Sell
2024
Q1
$683K Buy
2023
Q4
$538K Buy
2023
Q3
$358K Buy
2023
Q2
$358K Hold
2023
Q1
$263K Hold
2022
Q4
$205K Hold
2022
Q3
$220K Buy
2022
Q2
Sell
2022
Q1
$296K Buy