Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$212K Sell
2023
Q4
$264K Sell
2023
Q3
$244K Sell
2023
Q2
$276K Sell
2023
Q1
$297K Sell
2022
Q4
$277K Buy
2022
Q3
$226K Buy
2022
Q2
$255K Buy
2022
Q1
$330K Sell
2021
Q4
$450K Buy