Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$324K Hold
2023
Q4
$292K Hold
2023
Q3
$250K Buy
2023
Q2
$235K Hold
2023
Q1
$217K Buy
2022
Q4
Sell
2022
Q3
$206K Hold
2022
Q2
$209K Hold
2022
Q1
$252K Buy
2021
Q4
$220K Buy