Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$382K Hold
2023
Q4
$529K Buy
2023
Q3
$415K Sell
2023
Q2
$748K Buy
2023
Q1
$541K Sell
2022
Q4
$482K Buy
2022
Q3
$547K Buy
2022
Q2
$372K Buy