Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$408K Hold
2023
Q4
$312K Hold
2023
Q3
$261K Hold
2023
Q2
$303K Hold
2023
Q1
$279K Hold
2022
Q4
$223K Hold
2022
Q3
$206K Hold
2022
Q2
$245K Sell
2022
Q1
$356K Sell
2021
Q4
$493K Buy
2021
Q3
$348K Sell
2021
Q2
$382K Hold
2021
Q1
$376K Buy
2020
Q4
$340K Hold
2020
Q3
$253K Hold
2020
Q2
$250K Buy