Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$345K Sell
2024
Q1
$381K Sell
2023
Q4
$369K Hold
2023
Q3
$349K Sell
2023
Q2
$529K Sell
2023
Q1
$563K Hold
2022
Q4
$587K Hold
2022
Q3
$455K Hold
2022
Q2
$482K Hold
2022
Q1
$434K Hold
2021
Q4
$405K Hold
2021
Q3
$397K Hold
2021
Q2
$411K Buy