Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$232K Sell
2024
Q1
$240K Buy
2023
Q1
Sell
2022
Q4
$205K Buy
2022
Q2
Sell
2022
Q1
$226K Buy
2021
Q4
$252K Buy