Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$291K Hold
2024
Q1
$285K Buy
2023
Q4
$227K Hold
2023
Q3
$228K Hold
2023
Q2
$226K Buy
2022
Q2
Sell
2022
Q1
$205K Hold
2021
Q4
$209K Buy