Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$428K Sell
2024
Q1
$450K Sell
2023
Q4
$435K Buy
2023
Q3
$450K Buy
2023
Q2
$398K Buy
2023
Q1
$397K Hold
2022
Q4
$397K Sell
2022
Q3
$316K Buy
2022
Q2
$289K Buy
2022
Q1
$288K Sell
2021
Q4
$202K Sell
2021
Q3
$218K Buy
2021
Q2
$238K Buy