Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$226K Hold
2023
Q4
$261K Hold
2023
Q3
$227K Sell
2023
Q2
$271K Hold
2023
Q1
$301K Sell
2022
Q4
$210K Hold
2022
Q3
$210K Sell
2022
Q2
$277K Buy
2022
Q1
$330K Hold
2021
Q4
$409K Sell
2021
Q3
$364K Hold
2021
Q2
$387K Hold
2021
Q1
$333K Hold
2020
Q4
$355K Buy
2020
Q3
$301K Hold
2020
Q2
$233K Buy
2020
Q1
Sell
2019
Q4
$240K Buy