Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$215K Hold
2023
Q4
$181K Hold
2023
Q3
$197K Hold
2023
Q2
$191K Hold
2023
Q1
$158K Hold
2022
Q4
$164K Sell
2022
Q3
$156K Buy
2022
Q2
$136K Hold
2022
Q1
$126K Hold
2021
Q4
$98K Buy