Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$186K Sell
2023
Q3
$188K Buy
2023
Q2
$287K Buy
2023
Q1
$229K Buy
2022
Q4
$150K Buy
2022
Q3
$130K Buy
2022
Q2
$128K Buy
2022
Q1
$182K Buy
2021
Q4
$287K Buy