Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$386K Hold
2023
Q4
$360K Hold
2023
Q3
$318K Sell
2023
Q2
$340K Buy
2023
Q1
$319K Buy
2022
Q4
$252K Buy
2022
Q3
$213K Hold
2022
Q2
$237K Sell
2022
Q1
$414K Sell
2021
Q4
$412K Sell
2021
Q3
$426K Buy
2021
Q2
$439K Buy
2021
Q1
$387K Buy