Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$54K Sell
2024
Q3
$161K Sell
2024
Q2
$1.42M Sell
2024
Q1
$1.6M Buy
2023
Q4
$227K Sell
2023
Q3
$322K Buy
2023
Q2
$199K Buy
2017
Q1
Hold
2016
Q4
Hold