Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$112K Hold
2024
Q2
$66.2K Sell
2024
Q1
$70.3K Sell
2023
Q4
$110K Sell
2023
Q3
$142K Sell
2023
Q2
$189K Buy
2023
Q1
$358K Hold
2022
Q4
$206K Sell
2022
Q3
$470K Buy
2022
Q2
$265K Buy
2022
Q1
$436K Buy