Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$409K Buy
2023
Q4
$423K Hold
2023
Q3
$381K Sell
2023
Q2
$324K Sell
2023
Q1
$289K Hold
2022
Q4
$311K Sell
2022
Q3
$393K Hold
2022
Q2
$447K Buy