Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$275K Buy
2023
Q4
$97.1K Buy
2023
Q3
$86.5K Buy
2023
Q2
$65.3K Sell
2023
Q1
$48.8K Sell
2022
Q4
$50K Hold
2022
Q3
$42K Hold
2022
Q2
$57K Sell
2022
Q1
$74K Hold
2021
Q4
$82K Buy