Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$314K Hold
2024
Q1
$333K Hold
2023
Q4
$284K Hold
2023
Q3
$273K Hold
2023
Q2
$247K Sell
2023
Q1
$690K Hold
2022
Q4
$700K Hold
2022
Q3
$581K Hold
2022
Q2
$663K Hold
2022
Q1
$702K Sell
2021
Q4
$668K Hold
2021
Q3
$532K Hold
2021
Q2
$555K Buy