Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$185K Hold
2023
Q4
$201K Buy
2022
Q2
Sell
2022
Q1
$84K Buy
2021
Q4
$30K Hold
2021
Q3
$27K Buy
2021
Q2
$23K Buy
2021
Q1
$10K Sell
2020
Q4
$220K Buy
2020
Q3
$166K Buy
2020
Q2
$60K Buy
2018
Q4
Sell
2018
Q3
$15K Buy