Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$75K Sell
2024
Q3
$90.5K Sell
2024
Q2
$103K Sell
2024
Q1
$186K Buy
2023
Q4
Sell
2023
Q3
$89.3K Buy
2023
Q2
$84K Buy
2023
Q1
$60.7K Buy
2022
Q4
$55.3K Buy
2022
Q3
$46.8K Buy
2022
Q2
$44K Buy
2022
Q1
$52.5K Buy