Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$353K Sell
2024
Q2
$319K Sell
2024
Q1
$319K Hold
2023
Q4
$273K Hold
2023
Q3
$264K Hold
2023
Q2
$287K Buy
2022
Q2
Sell
2022
Q1
$243K Sell
2021
Q4
$273K Sell
2021
Q3
$272K Sell
2021
Q2
$268K Buy