Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$362K Buy
2023
Q3
$293K Buy
2023
Q2
$253K Buy
2023
Q1
$258K Buy
2022
Q4
$286K Buy
2022
Q3
$264K Sell
2022
Q2
$609K Sell
2022
Q1
$1.3M Buy