Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$68K Sell
2024
Q2
$55K Hold
2024
Q1
$62K Sell
2023
Q4
$578K Buy
2023
Q3
$577K Hold
2023
Q2
$577K Sell
2023
Q1
$639K Sell
2022
Q4
$600K Buy
2022
Q3
$930K Hold
2022
Q2
$1.28M Sell
2022
Q1
$1.86M Buy
2021
Q4
$2.79M Hold
2021
Q3
$3.14M Sell
2021
Q2
$4.79M Buy
2021
Q1
$3.51M Sell
2020
Q4
$4.65M Buy
2020
Q3
$1.79M Buy