Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$368K Sell
2024
Q2
$293K Hold
2024
Q1
$418K Sell
2023
Q4
$420K Sell
2023
Q3
$848K Buy
2022
Q1
Sell
2021
Q4
$981K Buy
2021
Q3
$1.13M Buy
2021
Q2
$815K Sell
2021
Q1
$793K Buy
2020
Q4
$550K Buy