Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$273K Sell
2024
Q1
$537K Sell
2023
Q4
$577K Buy
2023
Q3
$320K Buy
2023
Q2
Sell
2023
Q1
$166K Sell
2022
Q4
$398K Sell
2022
Q3
$372K Buy
2022
Q2
$295K Buy
2022
Q1
$261K Buy
2021
Q4
$108K Buy
2021
Q1
Sell
2020
Q4
$227K Buy