Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$212K Buy
2024
Q2
Sell
2024
Q1
$205K Hold
2023
Q4
$243K Hold
2023
Q3
$202K Hold
2023
Q2
$212K Hold
2023
Q1
$225K Hold
2022
Q4
$220K Buy
2022
Q2
Sell
2022
Q1
$274K Buy
2021
Q4
$206K Buy
2021
Q3
Sell
2021
Q2
$249K Hold
2021
Q1
$237K Hold
2020
Q4
$223K Buy
2017
Q2
Sell
2017
Q1
$131K Buy