Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$192K Buy
2023
Q3
$192K Buy
2023
Q2
$201K Buy
2023
Q1
$204K Hold
2022
Q4
$210K Hold
2022
Q3
$191K Buy
2022
Q2
$206K Buy
2022
Q1
$176K Sell
2021
Q4
$173K Hold
2021
Q3
$157K Hold
2021
Q2
$155K Hold
2021
Q1
$158K Hold
2020
Q4
$152K Hold
2020
Q3
$153K Sell
2020
Q2
$137K Sell
2020
Q1
$144K Buy
2019
Q4
$134K Buy