Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$495K Sell
2023
Q3
$498K Buy
2023
Q2
$307K Sell
2023
Q1
$379K Buy
2022
Q4
$13.8K Buy
2022
Q3
Sell
2022
Q2
$9K Hold
2022
Q1
$11K Sell
2021
Q4
$40K Hold
2021
Q3
$37K Sell
2021
Q2
$46K Hold
2021
Q1
$44K Buy
2020
Q4
$47K Buy
2020
Q3
$39K Hold
2020
Q2
$34K Buy
2020
Q1
$11K Buy