Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$174K Sell
2023
Q4
$211K Sell
2023
Q3
$216K Sell
2023
Q2
$287K Sell
2023
Q1
$380K Buy
2022
Q4
$138K Buy
2022
Q3
Sell
2022
Q2
$133K Sell
2022
Q1
$283K Buy
2021
Q4
$294K Sell
2021
Q3
$213K Buy
2021
Q2
$223K Buy
2021
Q1
$141K Buy