Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$247K Hold
2023
Q4
$242K Hold
2023
Q3
$237K Hold
2023
Q2
$222K Buy
2023
Q1
$212K Hold
2022
Q4
$209K Buy