Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$205K Hold
2023
Q4
$290K Hold
2023
Q3
$292K Hold
2023
Q2
$305K Buy
2022
Q4
Sell
2022
Q3
$272K Sell
2022
Q2
$290K Buy