Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$233K Buy
2023
Q4
$264K Sell
2023
Q3
$234K Buy
2023
Q2
$253K Hold
2023
Q1
$281K Hold
2022
Q4
$269K Buy
2022
Q3
Sell
2022
Q2
$239K Hold
2022
Q1
$315K Buy
2021
Q4
$382K Hold
2021
Q3
$333K Buy
2021
Q2
$289K Buy
2021
Q1
$240K Buy
2020
Q4
$240K Buy