Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$200K Buy
2024
Q1
$214K Buy
2023
Q3
Sell
2023
Q2
$235K Sell
2023
Q1
$244K Buy
2022
Q4
$239K Sell
2022
Q3
$224K Buy
2022
Q2
$234K Sell
2022
Q1
$281K Hold
2021
Q4
$241K Buy