Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$250K Buy
2023
Q3
Sell
2023
Q2
$425K Hold
2023
Q1
$410K Hold
2022
Q4
$330K Buy
2022
Q3
$541K Buy
2022
Q2
$377K Buy
2022
Q1
$805K Buy
2021
Q4
$377K Sell
2021
Q3
$535K Buy
2021
Q2
$391K Buy
2021
Q1
$226K Buy