Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$411K Sell
2024
Q1
$517K Hold
2023
Q4
$540K Buy
2023
Q3
$373K Buy
2023
Q2
$409K Buy
2023
Q1
$402K Hold
2022
Q4
$292K Sell
2022
Q3
$268K Buy
2022
Q2
$248K Buy
2022
Q1
$233K Buy
2021
Q4
Sell
2021
Q3
$332K Buy
2021
Q2
$328K Buy
2021
Q1
$284K Buy
2020
Q4
$293K Hold
2020
Q3
$263K Buy