Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$409K Hold
2024
Q2
$320K Hold
2024
Q1
$353K Hold
2023
Q4
$303K Buy
2023
Q3
$252K Buy
2023
Q2
$237K Sell
2023
Q1
$284K Hold
2022
Q4
$306K Sell
2022
Q3
$272K Buy
2022
Q2
$267K Buy
2022
Q1
$221K Hold
2021
Q4
$227K Buy