Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$454K Buy
2024
Q3
$518K Hold
2024
Q2
$565K Buy
2024
Q1
$602K Sell
2023
Q4
$570K Sell
2023
Q3
$542K Hold
2023
Q2
$607K Buy
2023
Q1
$552K Sell
2022
Q4
$578K Sell
2022
Q3
$458K Sell
2022
Q2
$487K Sell
2022
Q1
$466K Hold
2021
Q4
$435K Buy