Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$181K Buy
2023
Q1
Sell
2022
Q4
$84.2K Sell
2022
Q3
$146K Hold
2022
Q2
$195K Hold
2022
Q1
$246K Buy
2021
Q4
$260K Hold
2021
Q3
$190K Hold
2021
Q2
$202K Buy