Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$235K Sell
2024
Q1
$628K Buy
2023
Q4
$455K Sell
2023
Q3
$456K Hold
2023
Q2
$437K Buy
2023
Q1
$230K Hold
2022
Q4
$175K Sell
2022
Q3
$255K Hold
2022
Q2
$285K Sell
2022
Q1
$528K Buy
2021
Q4
$630K Buy
2021
Q3
$799K Buy
2021
Q2
$843K Buy