Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$125K Sell
2023
Q4
$208K Buy
2023
Q3
$174K Hold
2023
Q2
$183K Sell
2023
Q1
$185K Sell
2022
Q4
$171K Sell
2022
Q3
$163K Sell
2022
Q2
$195K Buy
2022
Q1
$90K Buy
2021
Q4
$53K Buy