Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$105K Hold
2024
Q1
$116K Hold
2023
Q4
$118K Hold
2023
Q3
$119K Hold
2023
Q2
$111K Sell
2023
Q1
$140K Buy
2022
Q4
$94.4K Hold
2022
Q3
$79K Sell
2022
Q2
$203K Sell
2022
Q1
$267K Buy
2021
Q4
$193K Sell
2021
Q3
$217K Buy
2021
Q2
$218K Sell
2021
Q1
$217K Buy
2020
Q4
$201K Hold
2020
Q3
$177K Sell
2020
Q2
$165K Buy