Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$327K Buy
2024
Q2
$567K Sell
2024
Q1
$509K Hold
2023
Q4
$475K Hold
2023
Q3
$494K Buy
2023
Q2
$520K Hold
2023
Q1
$657K Sell
2022
Q4
$788K Sell
2022
Q3
$595K Buy
2022
Q2
$662K Hold
2022
Q1
$798K Buy
2021
Q4
$822K Buy
2021
Q3
$904K Buy
2021
Q2
$470K Hold
2021
Q1
$262K Buy