Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$211K Buy
2023
Q3
Sell
2023
Q2
$208K Buy
2022
Q4
Sell
2022
Q3
$208K Sell
2022
Q2
$210K Hold
2022
Q1
$336K Sell
2021
Q4
$346K Sell
2021
Q3
$304K Sell
2021
Q2
$270K Hold
2021
Q1
$265K Buy
2020
Q4
$273K Sell
2020
Q3
$339K Sell
2020
Q2
$362K Buy