Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$394K Buy
2022
Q3
Sell
2022
Q2
$682K Buy
2022
Q1
$438K Sell
2021
Q4
$403K Sell
2021
Q3
$669K Buy
2021
Q2
$529K Buy
2021
Q1
$468K Buy