Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$248K Sell
2023
Q4
$251K Sell
2023
Q3
$231K Buy
2023
Q2
Sell
2023
Q1
$288K Hold
2022
Q4
$284K Buy
2020
Q3
Sell
2020
Q2
$109K Buy