Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$485K Hold
2023
Q4
$505K Sell
2023
Q3
$546K Sell
2023
Q2
$616K Buy
2023
Q1
$726K Buy
2022
Q4
$502K Buy
2022
Q3
$474K Buy
2022
Q2
$506K Buy
2022
Q1
$505K Buy
2021
Q4
$347K Buy