Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$223K Sell
2023
Q4
$232K Buy
2023
Q3
$209K Sell
2023
Q2
$216K Hold
2023
Q1
$202K Sell
2022
Q4
$301K Buy
2022
Q3
$265K Sell
2022
Q2
$300K Sell
2022
Q1
$298K Buy
2021
Q4
$285K Buy
2021
Q3
$213K Sell
2021
Q2
$252K Sell
2021
Q1
$226K Sell
2020
Q4
$328K Sell
2020
Q3
$17.6K Buy