Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$576K Buy
2024
Q1
$420K Hold
2023
Q4
$321K Hold
2023
Q3
$268K Sell
2023
Q2
$323K Hold
2023
Q1
$298K Hold
2022
Q4
$239K Hold
2022
Q3
$220K Buy
2022
Q2
$259K Buy