Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$151K Hold
2023
Q4
$142K Sell
2023
Q3
$157K Sell
2023
Q2
$145K Hold
2023
Q1
$159K Sell
2022
Q4
$150K Buy
2022
Q3
$20K Sell
2022
Q2
$217K Buy
2022
Q1
$140K Sell
2021
Q4
$258K Hold
2021
Q3
$287K Buy
2021
Q2
$229K Hold
2021
Q1
$211K Sell
2020
Q4
$183K Buy
2020
Q3
$17K Hold
2020
Q2
$22K Buy
2019
Q4
$17K Buy