Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$149K Hold
2023
Q4
$304K Hold
2023
Q3
$150K Hold
2023
Q2
$121K Hold
2023
Q1
$122K Hold
2022
Q4
$122K Hold
2022
Q3
$137K Hold
2022
Q2
$196K Hold
2022
Q1
$204K Buy
2021
Q4
Sell
2021
Q3
$467K Buy