Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$205K Buy
2023
Q3
Sell
2023
Q2
$208K Buy
2023
Q1
$231K Hold
2022
Q4
$221K Buy
2022
Q2
Sell
2022
Q1
$236K Sell
2021
Q4
$318K Buy
2021
Q3
$272K Hold
2021
Q2
$289K Hold
2021
Q1
$249K Sell
2020
Q4
$301K Buy
2020
Q3
$254K Buy