Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$216K Sell
2024
Q3
$252K Sell
2024
Q2
$271K Sell
2024
Q1
$305K Sell
2023
Q4
$318K Sell
2023
Q3
$322K Sell
2023
Q2
$316K Sell
2023
Q1
$291K Buy
2022
Q4
$257K Sell
2022
Q3
$219K Buy
2022
Q2
$292K Sell
2022
Q1
$402K Buy
2021
Q4
$424K Buy