Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$207K Hold
2024
Q1
$224K Hold
2023
Q4
$214K Sell
2023
Q3
$228K Hold
2023
Q2
$246K Buy
2023
Q1
$250K Hold
2022
Q4
$258K Hold
2022
Q3
$224K Hold
2022
Q2
$271K Hold
2022
Q1
$284K Sell
2021
Q4
$345K Buy
2021
Q3
$256K Hold
2021
Q2
$235K Buy