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
$315K Sell
2023
Q1
$293K Sell
2022
Q4
$316K Sell
2022
Q3
$275K Sell
2022
Q2
$282K Hold
2022
Q1
$254K Sell
2021
Q4
$268K Buy
2021
Q3
$251K Hold
2021
Q2
$260K Sell
2021
Q1
$257K Buy
2020
Q4
$266K Buy