Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$204K Sell
2024
Q2
$216K Buy
2024
Q1
$228K Buy
2023
Q4
Sell
2023
Q3
$223K Buy
2023
Q2
$218K Sell
2023
Q1
$226K Buy
2022
Q1
Sell
2021
Q4
$214K Buy
2021
Q3
Sell
2021
Q2
$208K Buy
2021
Q1
Sell
2020
Q4
$237K Buy