Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$228K Hold
2023
Q4
$213K Buy
2023
Q3
$201K Buy
2023
Q2
Sell
2023
Q1
$230K Hold
2022
Q4
$211K Buy