Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$204K Hold
2024
Q1
$255K Sell
2023
Q4
$242K Hold
2023
Q3
$217K Hold
2023
Q2
$228K Hold
2023
Q1
$214K Buy
2018
Q4
Sell
2018
Q3
$67K Buy