Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$229K Hold
2023
Q4
$196K Hold
2023
Q3
$205K Sell
2023
Q2
$247K Buy
2023
Q1
$142K Buy
2022
Q4
$137K Sell
2022
Q3
$148K Buy
2022
Q2
$190K Buy