Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$228K Sell
2024
Q2
$221K Hold
2024
Q1
$233K Sell
2023
Q4
$299K Hold
2023
Q3
$273K Hold
2023
Q2
$305K Hold
2023
Q1
$285K Sell
2022
Q4
$252K Buy