Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$220K Sell
2023
Q4
$266K Hold
2023
Q3
$218K Hold
2023
Q2
$242K Buy
2023
Q1
$241K Buy
2022
Q2
Sell
2022
Q1
$213K Sell
2021
Q4
$331K Buy
2021
Q3
$274K Hold
2021
Q2
$280K Buy
2021
Q1
$273K Buy
2020
Q4
$244K Buy