Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$234K Buy
2024
Q1
$250K Buy
2023
Q4
$220K Hold
2023
Q3
$242K Buy
2023
Q2
Sell
2023
Q1
$215K Buy