Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$206K Sell
2023
Q4
$211K Buy
2023
Q3
Sell
2023
Q2
$218K Sell
2023
Q1
$314K Sell
2022
Q4
$342K Buy
2022
Q3
$268K Buy
2022
Q2
$282K Buy
2022
Q1
$275K Sell
2021
Q4
$298K Buy