Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$435K Sell
2024
Q3
$385K Hold
2024
Q2
$461K Sell
2024
Q1
$496K Sell
2023
Q4
$831K Sell
2023
Q3
$617K Buy
2023
Q2
$655K Sell
2023
Q1
$712K Sell
2022
Q4
$649K Hold
2022
Q3
$412K Buy
2022
Q2
$460K Buy
2022
Q1
$633K Sell
2021
Q4
$695K Buy