Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$204K Sell
2024
Q1
$212K Hold
2023
Q4
$219K Buy
2023
Q3
Sell
2023
Q2
$200K Hold
2023
Q1
$210K Hold
2022
Q4
$240K Hold
2022
Q3
$222K Hold
2022
Q2
$258K Hold
2022
Q1
$298K Hold
2021
Q4
$356K Hold
2021
Q3
$350K Hold
2021
Q2
$397K Hold
2021
Q1
$386K Hold
2020
Q4
$350K Hold
2020
Q3
$320K Hold
2020
Q2
$312K Hold
2020
Q1
$274K Hold
2019
Q4
$353K Buy