Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$327K Buy
2024
Q3
$292K Sell
2024
Q2
$272K Buy
2024
Q1
$285K Sell
2023
Q4
$305K Buy
2023
Q3
$257K Sell
2023
Q2
$259K Sell
2023
Q1
$297K Buy
2022
Q4
$268K Sell
2022
Q3
$226K Buy
2022
Q2
$233K Sell
2022
Q1
$317K Sell
2021
Q4
$361K Buy