Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$287K Sell
2023
Q4
$201K Sell
2023
Q3
$214K Sell
2023
Q2
$319K Sell
2023
Q1
$398K Buy
2022
Q4
$245K Buy
2022
Q1
Sell
2021
Q4
$393K Buy
2021
Q3
$309K Buy