Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$249K Sell
2023
Q4
$294K Sell
2023
Q3
$305K Buy
2023
Q2
$280K Buy
2023
Q1
$284K Buy
2022
Q4
$270K Buy
2022
Q3
$205K Buy