Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Hold
2023
Q4
Sell
2023
Q3
$179K Buy
2023
Q2
$308K Buy
2023
Q1
$219K Buy
2022
Q4
$87.7K Buy
2021
Q4
Sell
2021
Q3
$134K Sell
2021
Q2
$284K Buy
2021
Q1
$119K Sell
2020
Q4
$68K Hold
2020
Q3
$47K Hold
2020
Q2
$35K Buy
2020
Q1
Sell
2019
Q4
$62K Hold
2019
Q3
$50K Buy