Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$202K Sell
2024
Q1
$291K Buy
2023
Q4
$315K Sell
2023
Q3
$232K Buy
2023
Q2
$267K Buy
2022
Q1
Sell
2021
Q4
$222K Buy