Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$382K Hold
2024
Q1
$404K Hold
2023
Q4
$357K Hold
2023
Q3
$324K Hold
2023
Q2
$332K Hold
2023
Q1
$309K Hold
2022
Q4
$284K Hold
2022
Q3
$235K Hold
2022
Q2
$250K Hold
2022
Q1
$278K Hold
2021
Q4
$301K Hold
2021
Q3
$255K Hold
2021
Q2
$252K Hold
2021
Q1
$244K Sell
2020
Q4
$231K Hold
2020
Q3
$208K Buy
2020
Q1
Sell
2019
Q4
$203K Buy