Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$214K Hold
2023
Q4
$211K Sell
2023
Q3
$207K Hold
2023
Q2
$221K Hold
2023
Q1
$229K Buy
2022
Q4
$278K Buy
2022
Q3
$217K Buy
2022
Q2
$79K Buy