Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$215K Buy
2024
Q2
Sell
2024
Q1
$231K Buy
2023
Q4
$265K Buy
2023
Q3
$228K Sell
2023
Q2
$263K Sell
2023
Q1
$293K Buy
2022
Q4
$273K Sell
2022
Q3
$251K Sell
2022
Q2
$311K Sell
2022
Q1
$422K Buy
2021
Q4
$416K Buy
2021
Q3
$355K Buy
2021
Q2
$377K Buy
2021
Q1
$317K Buy
2020
Q4
$323K Buy