Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$360K Buy
2023
Q2
Sell
2023
Q1
$208K Sell
2022
Q4
$201K Buy
2022
Q1
Sell
2021
Q4
$347K Sell
2021
Q3
$308K Buy