Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$243K Hold
2024
Q3
$210K Hold
2024
Q2
$354K Hold
2024
Q1
$433K Hold
2023
Q4
$388K Hold
2023
Q3
$292K Sell
2023
Q2
$411K Hold
2023
Q1
$372K Hold
2022
Q4
$362K Hold
2022
Q3
$258K Hold
2022
Q2
$238K Hold
2022
Q1
$409K Hold
2021
Q4
$430K Hold
2021
Q3
$437K Hold
2021
Q2
$342K Hold
2021
Q1
$288K Hold
2020
Q4
$296K Hold
2020
Q3
$330K Sell
2020
Q2
$326K Buy
2020
Q1
$215K Buy