Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$243K Sell
2024
Q1
$299K Sell
2023
Q4
$248K Buy
2023
Q3
Sell
2023
Q2
$238K Hold
2023
Q1
$223K Buy
2022
Q2
Sell
2022
Q1
$232K Hold
2021
Q4
$277K Buy