Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$430K Buy
2023
Q4
$427K Sell
2023
Q3
$373K Sell
2023
Q2
$447K Sell
2023
Q1
$479K Sell
2022
Q4
$490K Sell
2022
Q3
$526K Sell
2022
Q2
$732K Buy
2022
Q1
$753K Sell
2021
Q4
$789K Buy