Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$230K Sell
2024
Q1
$262K Sell
2023
Q4
$536K Buy
2023
Q3
$496K Hold
2023
Q2
$604K Buy
2023
Q1
$366K Buy
2022
Q4
$300K Buy