Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$284K Buy
2024
Q3
$256K Sell
2024
Q2
$266K Buy
2023
Q3
Sell
2023
Q2
$346K Sell
2023
Q1
$242K Buy
2022
Q3
Sell
2022
Q2
$232K Hold
2022
Q1
$417K Buy
2021
Q4
$381K Sell
2021
Q3
$279K Buy
2021
Q2
$269K Buy