Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$187K Buy
2024
Q2
Sell
2024
Q1
$246K Hold
2023
Q4
$243K Hold
2023
Q3
$237K Hold
2023
Q2
$263K Hold
2023
Q1
$270K Hold
2022
Q4
$277K Buy
2022
Q2
Sell
2022
Q1
$292K Hold
2021
Q4
$232K Hold
2021
Q3
$245K Hold
2021
Q2
$261K Hold
2021
Q1
$287K Hold
2020
Q4
$206K Buy