Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$436K Hold
2024
Q2
$463K Buy
2024
Q1
$377K Sell
2023
Q4
$446K Hold
2023
Q3
$399K Sell
2023
Q2
$357K Hold
2023
Q1
$385K Sell
2022
Q4
$401K Buy
2022
Q3
$381K Sell
2022
Q2
$416K Sell
2022
Q1
$445K Buy
2021
Q4
$418K Buy
2021
Q3
$370K Buy