Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$213K Hold
2024
Q2
$232K Hold
2024
Q1
$247K Hold
2023
Q4
$204K Buy
2023
Q3
Sell
2023
Q2
$216K Buy
2023
Q1
Sell
2022
Q4
$208K Hold
2022
Q3
$161K Hold
2022
Q2
$171K Hold
2022
Q1
$154K Hold
2021
Q4
$144K Buy