Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$349K Buy
2024
Q1
$338K Hold
2023
Q4
$278K Hold
2023
Q3
$266K Hold
2023
Q2
$261K Hold
2023
Q1
$238K Sell
2022
Q4
$355K Hold
2022
Q3
$297K Sell
2022
Q2
$286K Hold
2022
Q1
$260K Hold
2021
Q4
$249K Buy
2021
Q3
$200K Sell
2021
Q2
$244K Hold
2021
Q1
$249K Buy
2020
Q4
$207K Buy
2020
Q1
Sell
2019
Q4
$219K Buy
2019
Q1
Sell
2018
Q4
$246K Buy