Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$211K Sell
2023
Q4
$350K Buy
2023
Q3
$288K Sell
2023
Q2
$394K Sell
2023
Q1
$447K Buy
2022
Q4
$332K Buy
2022
Q3
$204K Buy