Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$329K Sell
2023
Q4
$275K Sell
2023
Q3
$281K Buy
2023
Q2
$277K Sell
2023
Q1
$287K Buy
2022
Q4
$257K Sell
2022
Q3
$228K Buy
2022
Q2
$258K Buy