Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$583K Buy
2023
Q4
$204K Buy
2023
Q3
$181K Hold
2023
Q2
$229K Buy
2021
Q2
Sell
2021
Q1
$270K Hold
2020
Q4
$272K Hold
2020
Q3
$299K Hold
2020
Q2
$235K Buy