Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$226K Buy
2023
Q2
Sell
2023
Q1
$83K Buy
2022
Q1
Sell
2021
Q4
$172K Sell
2021
Q3
$340K Buy