Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$361K Sell
2024
Q1
$373K Sell
2023
Q4
$466K Sell
2023
Q3
$441K Sell
2023
Q2
$527K Sell
2023
Q1
$558K Hold
2022
Q4
$622K Hold
2022
Q3
$486K Hold
2022
Q2
$478K Hold
2022
Q1
$557K Hold
2021
Q4
$505K Hold
2021
Q3
$451K Hold
2021
Q2
$464K Buy