Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$454K Sell
2023
Q4
$507K Buy
2023
Q3
$374K Sell
2023
Q2
$469K Buy
2023
Q1
$288K Sell
2022
Q4
$243K Buy
2022
Q3
$201K Buy
2022
Q2
$232K Buy
2022
Q1
$214K Hold
2021
Q4
$191K Buy
2021
Q3
$192K Buy
2020
Q3
Sell
2020
Q2
$7K Buy