Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$581K Hold
2024
Q2
$574K Hold
2024
Q1
$656K Hold
2023
Q4
$583K Hold
2023
Q3
$518K Hold
2023
Q2
$471K Sell
2023
Q1
$514K Sell
2022
Q4
$494K Sell
2022
Q3
$588K Hold
2022
Q2
$593K Hold
2022
Q1
$674K Buy
2021
Q4
$765K Buy