Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$261K Hold
2023
Q4
$230K Sell
2023
Q3
$478K Sell
2023
Q2
$586K Buy
2023
Q1
$205K Buy
2022
Q4
Sell
2022
Q3
$210K Sell
2022
Q2
$392K Hold
2022
Q1
$418K Hold
2021
Q4
$565K Buy