Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$167K Sell
2023
Q4
$151K Sell
2023
Q3
$171K Sell
2023
Q2
$208K Sell
2023
Q1
$209K Hold
2022
Q4
$158K Buy
2022
Q3
$88K Sell
2022
Q2
$143K Hold
2022
Q1
$146K Buy
2021
Q4
$142K Buy