Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$765K Hold
2023
Q3
$689K Sell
2023
Q2
$649K Hold
2023
Q1
$483K Hold
2022
Q4
$483K Hold
2022
Q3
$410K Buy