Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$272K Sell
2024
Q1
$332K Buy
2023
Q4
$312K Sell
2023
Q3
$315K Sell
2023
Q2
$362K Sell
2023
Q1
$377K Sell
2022
Q4
$359K Sell
2022
Q3
$332K Buy
2022
Q2
$431K Buy
2022
Q1
$420K Buy
2021
Q4
$269K Buy
2021
Q3
$206K Buy
2021
Q2
$4K Hold
2021
Q1
$4K Buy