Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$326K Hold
2024
Q1
$348K Hold
2023
Q4
$301K Hold
2023
Q3
$256K Hold
2023
Q2
$273K Hold
2023
Q1
$240K Sell
2022
Q4
$203K Hold
2022
Q3
$175K Hold
2022
Q2
$176K Buy