Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$296K Buy
2024
Q1
$357K Hold
2023
Q4
$406K Hold
2023
Q3
$287K Hold
2023
Q2
$270K Hold
2023
Q1
$264K Hold
2022
Q4
$213K Hold
2022
Q3
$208K Buy
2022
Q1
$400K Sell
2021
Q4
$478K Buy
2021
Q3
$430K Buy
2021
Q2
$449K Hold
2021
Q1
$512K Sell
2020
Q4
$525K Sell
2020
Q3
$690K Sell
2020
Q2
$1.08M Buy
2020
Q1
$594K Hold
2019
Q4
$657K Buy