Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$453K Sell
2023
Q4
$430K Sell
2023
Q3
$381K Buy
2023
Q2
$377K Sell
2023
Q1
$375K Sell
2022
Q4
$419K Buy
2022
Q3
$372K Buy
2022
Q2
$374K Buy
2022
Q1
$372K Buy
2021
Q4
$397K Buy