Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$335K Buy
2023
Q4
$400K Buy
2023
Q3
$329K Buy
2023
Q2
$294K Buy
2022
Q4
Sell
2022
Q3
$493K Sell
2022
Q2
$436K Buy
2022
Q1
$637K Buy
2021
Q4
$484K Buy