Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$434K Sell
2023
Q4
$427K Sell
2023
Q3
$447K Hold
2023
Q2
$420K Sell
2023
Q1
$403K Sell
2022
Q4
$404K Sell
2022
Q3
$387K Sell
2022
Q2
$411K Buy