Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$335K Sell
2024
Q1
$360K Buy
2023
Q4
$296K Buy
2023
Q3
$269K Buy
2023
Q2
$295K Buy
2023
Q1
$263K Hold
2022
Q4
$225K Buy
2022
Q2
Sell
2022
Q1
$260K Hold
2021
Q4
$260K Buy
2021
Q3
$241K Hold
2021
Q2
$238 Hold
2021
Q1
$223K Buy