Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$246K Sell
2023
Q4
$237K Sell
2023
Q3
$266K Buy
2023
Q2
$276K Buy
2023
Q1
$243K Sell
2022
Q4
$281K Buy
2022
Q3
$207K Buy