Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$143K Buy
2023
Q4
$119K Hold
2023
Q3
$125K Hold
2023
Q2
$117K Hold
2023
Q1
$108K Hold
2022
Q4
$81K Sell
2022
Q3
$115K Sell
2022
Q2
$180K Sell
2022
Q1
$205K Buy
2021
Q4
$203K Buy
2021
Q3
Sell
2021
Q2
$243K Buy
2021
Q1
$217K Sell
2020
Q4
$286K Sell
2020
Q3
$296K Sell
2020
Q2
$233K Buy
2020
Q1
Sell
2019
Q4
$223K Buy
2019
Q3
$210K Hold
2019
Q2
$237K Buy