Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$289K Hold
2024
Q1
$312K Hold
2023
Q4
$327K Hold
2023
Q3
$268K Hold
2023
Q2
$297K Hold
2023
Q1
$300K Sell
2022
Q4
$219K Hold
2022
Q3
$201K Buy
2022
Q2
$215K Hold
2022
Q1
$286K Hold
2021
Q4
$361K Hold
2021
Q3
$306K Hold
2021
Q2
$312K Hold
2021
Q1
$306K Hold
2020
Q4
$327K Hold
2020
Q3
$295K Hold
2020
Q2
$263K Buy