Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$295K Sell
2023
Q3
$407K Buy
2023
Q2
$400K Buy
2023
Q1
$442K Buy
2022
Q4
$332K Buy
2020
Q3
Sell
2020
Q2
$7K Buy