Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$228K Sell
2024
Q3
$282K Buy
2024
Q2
$264K Buy
2024
Q1
$240K Sell
2023
Q4
$243K Sell
2023
Q3
$259K Buy
2023
Q2
$213K Sell
2023
Q1
$267K Sell
2022
Q4
$290K Sell
2022
Q3
$263K Sell
2022
Q2
$430K Hold
2022
Q1
$427K Hold
2021
Q4
$397K Buy