Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$391K Hold
2023
Q4
$469K Sell
2023
Q3
$543K Buy
2023
Q2
$531K Sell
2023
Q1
$526K Buy
2022
Q4
$510K Sell
2022
Q3
$580K Hold
2022
Q2
$443K Sell
2022
Q1
$523K Sell
2021
Q4
$965K Buy