Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$323K Sell
2023
Q4
$356K Buy
2023
Q3
$305K Buy
2023
Q2
$320K Buy
2023
Q1
$287K Buy
2022
Q4
$283K Buy
2022
Q3
$198K Buy
2022
Q2
$121K Buy
2022
Q1
$131K Buy