Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-33,000
2024
Q3
$532K Hold
33,000
2024
Q2
$603K Buy
33,000
+12,800
2024
Q1
$531K Buy
20,200
+3,700
2023
Q4
$371K Hold
16,500
2023
Q3
$283K Buy
16,500
+600
2023
Q2
$251K Buy
15,900
+1,200
2023
Q1
$206K Hold
14,700
2022
Q4
$194K Buy
14,700
+8,500
2022
Q3
$88K Buy
6,200
+3,000
2022
Q2
$52K Buy
+3,200
2021
Q4
Sell
-2,200
2021
Q3
$68K Buy
+2,200