Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$235K Hold
2023
Q4
$252K Sell
2023
Q3
$226K Buy
2023
Q2
$242K Hold
2023
Q1
$226K Buy
2022
Q4
$1K Buy
2022
Q3
Sell
2022
Q2
$318K Buy
2022
Q1
$368K Buy
2021
Q4
$285K Sell
2021
Q3
$263K Sell
2021
Q2
$279K Sell
2021
Q1
$322K Sell
2020
Q4
$465K Buy
2020
Q3
$257K Buy
2020
Q2
$242K Buy
2019
Q4
$63K Buy