Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$392K Sell
2024
Q1
$435K Hold
2023
Q4
$380K Hold
2023
Q3
$350K Buy
2023
Q2
$251K Buy
2023
Q1
$206K Hold
2022
Q4
$234K Buy
2022
Q3
Sell
2022
Q2
$209K Buy
2022
Q1
$202K Buy