Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$17.3K Sell
2024
Q2
$77K Sell
2024
Q1
$382K Sell
2023
Q4
$471K Sell
2023
Q3
$532K Buy
2023
Q2
$705K Buy
2023
Q1
$439K Hold
2022
Q4
$781K Sell
2022
Q3
$759K Sell
2022
Q2
$1.14M Buy
2022
Q1
$875K Buy
2021
Q4
$446K Buy
2021
Q3
$555K Buy