Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$144K Hold
2024
Q1
$341K Hold
2023
Q4
$468K Hold
2023
Q3
$529K Hold
2023
Q2
$595K Hold
2023
Q1
$624K Hold
2022
Q4
$539K Sell
2022
Q3
$379K Hold
2022
Q2
$373K Hold
2022
Q1
$543K Buy
2021
Q4
$522K Hold
2021
Q3
$871K Hold
2021
Q2
$1.07M Buy