Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$393K Sell
2024
Q2
$390K Hold
2024
Q1
$336K Hold
2023
Q4
$303K Buy
2023
Q3
$249K Hold
2023
Q2
$237K Buy
2023
Q1
$215K Buy
2022
Q4
Sell
2022
Q3
$255K Hold
2022
Q2
$259K Hold
2022
Q1
$312K Hold
2021
Q4
$307K Buy