Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$258K Sell
2024
Q3
$285K Buy
2024
Q2
$220K Sell
2024
Q1
$246K Buy
2023
Q4
$206K Hold
2023
Q3
$177K Hold
2023
Q2
$168K Sell
2023
Q1
$166K Buy
2022
Q4
$178K Hold
2022
Q3
$174K Buy
2022
Q2
$172K Buy
2022
Q1
$105K Buy
2021
Q4
$89K Buy
2021
Q3
$6.25K Hold
2021
Q2
$7.33K Hold
2021
Q1
$6.66K Hold
2020
Q4
$6.29K Buy