Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$240K Hold
2024
Q1
$250K Hold
2023
Q4
$235K Sell
2023
Q3
$259K Buy
2023
Q2
$234K Hold
2023
Q1
$269K Hold
2022
Q4
$234K Hold
2022
Q3
$201K Hold
2022
Q2
$195K Hold
2022
Q1
$195K Hold
2021
Q4
$177K Hold
2021
Q3
$181K Hold
2021
Q2
$175K Hold
2021
Q1
$162K Hold
2020
Q4
$136K Hold
2020
Q3
$116K Sell
2020
Q2
$309K Buy