Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$70K Hold
2024
Q1
$77.5K Hold
2023
Q4
$95K Hold
2023
Q3
$91.5K Hold
2023
Q2
$110K Hold
2023
Q1
$106K Hold
2022
Q4
$68.8K Hold
2022
Q3
$111K Hold
2022
Q2
$88K Hold
2022
Q1
$200K Hold
2021
Q4
$373K Hold
2021
Q3
$519K Sell
2021
Q2
$434K Buy