Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$312K Buy
2023
Q4
$220K Hold
2023
Q3
$161K Sell
2023
Q2
$224K Buy
2023
Q1
$242K Sell
2022
Q4
$308K Buy
2022
Q3
$200K Hold
2022
Q2
$176K Hold
2022
Q1
$137K Hold
2021
Q4
$199K Hold
2021
Q3
$228K Buy
2020
Q3
Sell
2020
Q2
$71K Buy