Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$716K Hold
2024
Q1
$636K Hold
2023
Q4
$899K Hold
2023
Q3
$906K Sell
2023
Q2
$962K Buy
2023
Q1
$142K Buy
2022
Q4
$80.2K Hold
2022
Q3
$173K Hold
2022
Q2
$146K Buy
2022
Q1
$230K Hold
2021
Q4
$225K Hold
2021
Q3
$165K Sell
2021
Q2
$504K Buy