Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$241K Hold
2024
Q3
$231K Buy
2024
Q2
$202K Sell
2024
Q1
$211K Hold
2023
Q4
$204K Sell
2023
Q3
$206K Buy
2022
Q2
Sell
2022
Q1
$233K Hold
2021
Q4
$233K Buy