Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$144K Sell
2023
Q4
$160K Hold
2023
Q3
$154K Sell
2023
Q2
$372K Sell
2023
Q1
$649K Sell
2022
Q4
$1.12M Buy
2022
Q3
$255K Buy
2022
Q2
$89K Buy