Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$3K Sell
2023
Q4
$11K Sell
2023
Q3
$90K Sell
2023
Q2
$162K Buy
2023
Q1
Sell
2022
Q4
$22K Sell
2022
Q3
$130K Sell
2022
Q2
$343K Buy
2022
Q1
$214K Sell
2021
Q4
$465K Buy
2021
Q3
$571K Buy
2021
Q2
$403K Buy
2021
Q1
$414K Buy