Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$36.3K Hold
2023
Q3
$29.8K Hold
2023
Q2
$33K Hold
2023
Q1
$33.3K Hold
2022
Q4
$24K Sell
2022
Q3
$166K Hold
2022
Q2
$179K Sell
2022
Q1
$324K Sell
2021
Q4
$447K Buy
2021
Q3
$323K Sell
2021
Q2
$380K Sell
2021
Q1
$402K Buy
2020
Q4
$430K Sell
2020
Q3
$389K Hold
2020
Q2
$367K Sell
2020
Q1
$287K Buy
2019
Q4
$304K Buy
2019
Q3
$239K Hold
2019
Q2
$221K Buy