Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$299K Hold
2023
Q3
$267K Hold
2023
Q2
$285K Hold
2023
Q1
$297K Buy
2022
Q4
$238K Hold
2022
Q3
$193K Buy