Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$207K Hold
2024
Q2
$222K Hold
2024
Q1
$202K Hold
2023
Q4
$239K Hold
2023
Q3
$204K Hold
2023
Q2
$196K Buy
2022
Q2
Sell
2022
Q1
$182K Sell
2021
Q4
$259K Buy
2021
Q3
$248K Hold
2021
Q2
$252K Hold
2021
Q1
$204K Hold
2020
Q4
$215K Hold
2020
Q3
$211K Hold
2020
Q2
$187K Hold
2020
Q1
$137K Buy
2019
Q4
$99K Hold
2019
Q3
$83K Hold
2019
Q2
$88K Buy