Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$135K Sell
2023
Q3
$361K Sell
2023
Q2
$474K Sell
2023
Q1
$408K Buy
2022
Q4
$368K Buy
2022
Q3
$324K Sell
2022
Q2
$656K Buy
2022
Q1
$950K Buy
2021
Q4
$1.16M Buy
2021
Q3
$644K Buy
2021
Q2
$538K Buy