Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$222K Buy
2023
Q4
$204K Buy
2023
Q3
Sell
2023
Q2
$201K Buy
2023
Q1
Sell
2022
Q4
$203K Buy
2022
Q3
Sell
2022
Q2
$201K Hold
2022
Q1
$219K Hold
2021
Q4
$260K Hold
2021
Q3
$219K Hold
2021
Q2
$214K Buy