Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$102K Buy
2024
Q1
Sell
2023
Q4
$207K Sell
2023
Q3
$430K Sell
2023
Q2
$559K Buy
2023
Q1
$618K Buy
2022
Q4
$11.9K Buy
2022
Q3
Hold
2022
Q2
Hold
2022
Q1
Hold
2020
Q4
Sell
2020
Q3
$484K Buy
2020
Q2
$263K Buy
2020
Q1
Sell
2019
Q4
$508K Buy