Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$165K Hold
2023
Q3
$146K Hold
2023
Q2
$233K Hold
2023
Q1
$122K Hold
2022
Q4
$104K Hold
2022
Q3
$138K Hold
2022
Q2
$121K Hold
2022
Q1
$256K Hold
2021
Q4
$224K Buy