Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$435K Buy
2023
Q3
$211K Buy
2023
Q2
$220K Buy
2021
Q2
Sell
2021
Q1
$540K Sell
2020
Q4
$674K Sell
2020
Q3
$530K Buy