Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$266K Sell
2023
Q4
$333K Hold
2023
Q3
$235K Hold
2023
Q2
$221K Buy
2023
Q1
$209K Buy
2022
Q3
Sell
2022
Q2
$239K Hold
2022
Q1
$316K Sell
2021
Q4
$360K Buy
2020
Q4
Sell
2020
Q3
$235K Buy
2020
Q2
$259K Hold
2020
Q1
$235K Sell
2019
Q4
$563K Buy