Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$162K Sell
2023
Q4
$156K Sell
2023
Q3
$163K Sell
2023
Q2
$238K Buy
2023
Q1
$269K Hold
2022
Q4
$257K Sell
2022
Q3
$216K Buy
2022
Q2
$289K Sell
2022
Q1
$327K Hold
2021
Q4
$340K Buy