Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$265K Hold
2024
Q1
$246K Hold
2023
Q4
$325K Hold
2023
Q3
$345K Hold
2023
Q2
$317K Hold
2023
Q1
$344K Hold
2022
Q4
$363K Sell
2022
Q3
$391K Hold
2022
Q2
$377K Hold
2022
Q1
$350K Sell
2021
Q4
$379K Buy
2021
Q3
$311K Hold
2021
Q2
$354 Hold
2021
Q1
$335K Buy