Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$805K Buy
30,586
+241
2023
Q4
$683K Hold
30,345
2023
Q3
$521K Sell
30,345
-2,050
2023
Q2
$512K Buy
32,395
+17,242
2023
Q1
$213K Buy
15,153
+5,005
2022
Q4
$135K Buy
10,148
+144
2022
Q3
$143K Buy
10,004
+2,505
2022
Q2
$123K Buy
+7,499