Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$236K Buy
2023
Q3
Sell
2023
Q2
$221K Hold
2023
Q1
$245K Hold
2022
Q4
$234K Buy
2022
Q3
Sell
2022
Q2
$204K Hold
2022
Q1
$269K Hold
2021
Q4
$333K Hold
2021
Q3
$290K Hold
2021
Q2
$309K Hold
2021
Q1
$266K Hold
2020
Q4
$283K Hold
2020
Q3
$251K Buy
2020
Q1
Sell
2019
Q4
$203K Buy