Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$138K Sell
2024
Q1
$456K Buy
2023
Q4
$378K Buy
2023
Q3
$357K Sell
2023
Q2
$477K Buy
2023
Q1
$390K Buy
2022
Q4
$354K Sell
2022
Q3
$348K Sell
2022
Q2
$358K Buy
2022
Q1
$368K Sell
2021
Q4
$485K Buy
2020
Q4
Sell
2020
Q3
$87K Hold
2020
Q2
$79K Buy