Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$213K Sell
2023
Q3
$270K Buy
2023
Q2
$361K Sell
2023
Q1
$436K Sell
2022
Q4
$732K Buy
2022
Q3
$434K Sell
2022
Q2
$440K Buy
2022
Q1
$509K Buy
2021
Q4
$200K Buy
2021
Q3
Sell
2021
Q2
$267K Buy
2021
Q1
$270K Buy