Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$202K Buy
2023
Q4
$203K Hold
2023
Q3
$216K Hold
2023
Q2
$208K Hold
2023
Q1
$210K Buy
2022
Q2
Sell
2022
Q1
$224K Hold
2021
Q4
$254K Sell
2021
Q3
$231K Buy
2021
Q2
$212K Hold
2021
Q1
$208K Buy
2020
Q3
Sell
2020
Q2
$205K Buy
2020
Q1
Sell
2019
Q4
$208K Hold
2019
Q3
$215K Sell
2019
Q2
$263K Buy
2019
Q1
$232K Buy