Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$243K Sell
2023
Q4
$287K Buy
2023
Q3
$245K Buy
2023
Q2
$209K Buy
2023
Q1
$216K Buy
2022
Q4
$237K Buy
2022
Q3
$217K Buy
2022
Q2
$215K Buy
2022
Q1
$238K Buy