Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$388K Buy
2023
Q4
$383K Sell
2023
Q3
$243K Sell
2023
Q2
$292K Buy
2023
Q1
$301K Buy
2022
Q4
$217K Sell
2022
Q3
$303K Buy
2022
Q2
$334K Buy