Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$292K Buy
2023
Q4
$203K Buy
2022
Q1
Sell
2021
Q4
$208K Buy
2021
Q3
$220K Hold
2021
Q2
$257K Hold
2021
Q1
$240K Buy
2020
Q4
$218K Buy