Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$107K Sell
2024
Q1
$88.7K Sell
2023
Q4
$188K Buy
2023
Q3
$85.6K Buy
2023
Q2
$61.1K Buy
2023
Q1
$40K Buy
2022
Q4
$28.1K Sell
2022
Q3
$65K Sell
2022
Q2
$62K Buy