Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$262K Hold
2023
Q4
$302K Sell
2023
Q3
$293K Buy
2023
Q2
$334K Buy
2023
Q1
$249K Buy
2022
Q4
$204K Buy