Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$227K Hold
2024
Q2
$278K Hold
2024
Q1
$264K Hold
2023
Q4
$206K Buy
2022
Q2
Sell
2022
Q1
$207K Hold
2021
Q4
$247K Buy