Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$337K Sell
2024
Q1
$372K Sell
2023
Q4
$393K Buy
2023
Q3
$426K Buy
2023
Q2
$374K Hold
2023
Q1
$402K Buy
2022
Q4
$363K Buy
2022
Q3
$296K Sell
2022
Q2
$330K Sell
2022
Q1
$404K Sell
2021
Q4
$494K Hold
2021
Q3
$507K Buy
2021
Q2
$500K Sell
2021
Q1
$462K Sell
2020
Q4
$446K Buy