Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$357K Hold
2023
Q4
$471K Sell
2023
Q3
$507K Buy
2023
Q2
Sell
2023
Q1
$209K Hold
2022
Q4
$221K Sell
2022
Q3
$210K Hold
2022
Q2
$202K Hold
2022
Q1
$188K Hold
2021
Q4
$200K Buy
2021
Q3
$162K Sell
2021
Q2
$280K Hold
2021
Q1
$265K Buy