Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$357K Sell
2023
Q4
$438K Buy
2023
Q3
$263K Sell
2023
Q2
$274K Buy
2022
Q2
Sell
2022
Q1
$242K Buy
2021
Q4
$221K Buy