Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$274K Buy
2023
Q4
$215K Hold
2023
Q3
$227K Buy
2023
Q2
$205K Buy
2023
Q1
$118K Sell
2022
Q4
$123K Hold
2022
Q3
$115K Hold
2022
Q2
$148K Hold
2022
Q1
$159K Hold
2021
Q4
$179K Buy
2021
Q3
$3K Buy