Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$57.5K Sell
2024
Q2
$60K Sell
2024
Q1
$155K Buy
2023
Q4
$108K Buy
2023
Q2
Sell
2023
Q1
$13.9K Buy
2021
Q4
Sell
2021
Q3
$463K Buy
2021
Q2
$460K Buy
2021
Q1
$252K Sell
2020
Q4
$194K Sell
2020
Q3
$218K Sell
2020
Q2
$258K Buy
2020
Q1
$169K Buy
2019
Q4
$151K Sell
2019
Q3
$420K Buy
2019
Q2
$298K Buy
2019
Q1
$182K Buy