Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$311K Buy
2023
Q4
Sell
2023
Q3
$235K Sell
2023
Q2
$237K Sell
2023
Q1
$240K Hold
2022
Q4
$257K Hold
2022
Q3
$217K Hold
2022
Q2
$258K Hold
2022
Q1
$238K Hold
2021
Q4
$244K Sell
2021
Q3
$254K Sell
2021
Q2
$312K Buy
2021
Q1
$223K Buy