Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$222K Sell
2023
Q4
$219K Buy
2023
Q3
Sell
2023
Q2
$213K Sell
2023
Q1
$221K Sell
2022
Q4
$255K Sell
2022
Q3
$227K Sell
2022
Q2
$270K Sell
2022
Q1
$379K Sell
2021
Q4
$523K Buy