Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$234K Sell
2023
Q4
$353K Hold
2023
Q3
$307K Buy
2023
Q2
$274K Buy
2023
Q1
$214K Hold
2022
Q4
$180K Hold
2022
Q3
$151K Hold
2022
Q2
$193K Buy
2022
Q1
$131K Buy