Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$251K Buy
2023
Q4
$223K Hold
2023
Q3
$191K Buy
2023
Q2
$160K Buy
2023
Q1
$123K Buy
2022
Q4
$75K Buy
2022
Q3
$62K Buy
2022
Q2
$38K Sell
2022
Q1
$47K Sell
2021
Q4
$66K Buy
2021
Q3
$19K Buy
2021
Q2
$12K Sell
2021
Q1
$44K Sell
2020
Q4
$54K Sell
2020
Q3
$55K Buy
2020
Q2
$44K Buy
2019
Q4
$73K Buy