Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$205K Buy
2023
Q4
Sell
2023
Q3
$211K Buy
2022
Q2
Sell
2022
Q1
$284K Buy
2021
Q4
$242K Hold
2021
Q3
$249K Hold
2021
Q2
$241K Hold
2021
Q1
$222K Sell
2020
Q4
$205K Sell
2020
Q3
$192K Hold
2020
Q2
$256K Hold
2020
Q1
$268K Buy