Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$238K Sell
2023
Q3
$239K Buy
2023
Q2
$218K Buy
2023
Q1
Sell
2022
Q4
$219K Buy
2022
Q3
Sell
2022
Q2
$229K Sell
2022
Q1
$288K Sell
2021
Q4
$404K Hold
2021
Q3
$410K Sell
2021
Q2
$419K Buy
2021
Q1
$322K Buy
2020
Q4
$305K Buy
2020
Q3
$272K Buy
2020
Q2
$229K Buy