Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$568K Hold
2024
Q2
$476K Buy
2024
Q1
$211K Buy
2023
Q4
$205K Sell
2023
Q3
$210K Buy
2023
Q2
$203K Buy
2022
Q2
Sell
2022
Q1
$321K Buy
2021
Q4
$382K Hold
2021
Q3
$355K Buy