Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$644K Buy
2023
Q4
$240K Sell
2023
Q3
$244K Sell
2023
Q2
$313K Sell
2023
Q1
$321K Sell
2022
Q4
$361K Buy
2022
Q3
$324K Buy