Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$148K Hold
2024
Q1
$177K Hold
2023
Q4
$142K Hold
2023
Q3
$111K Hold
2023
Q2
$132K Hold
2023
Q1
$166K Hold
2022
Q4
$149K Sell
2022
Q3
$297K Sell
2022
Q2
$424K Buy
2022
Q1
$424K Buy
2021
Q4
$231K Hold
2021
Q3
$229K Buy