Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$204K Sell
2024
Q1
$265K Sell
2023
Q4
$281K Hold
2023
Q3
$253K Sell
2023
Q2
$332K Sell
2023
Q1
$325K Sell
2022
Q4
$340K Sell
2022
Q3
$392K Hold
2022
Q2
$453K Hold
2022
Q1
$511K Sell
2021
Q4
$590K Buy
2021
Q3
$373K Buy
2021
Q2
$375 Hold
2021
Q1
$317K Buy
2020
Q4
$269K Buy