Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$200K Buy
2023
Q4
Sell
2023
Q3
$201K Sell
2023
Q2
$302K Buy
2023
Q1
$240K Buy
2022
Q4
$216K Buy
2022
Q3
$177K Buy
2022
Q2
$159K Buy
2022
Q1
$179K Sell
2021
Q4
$238K Buy