Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$544K Buy
2023
Q3
$405K Buy
2023
Q2
$218K Sell
2023
Q1
$121K Sell
2022
Q4
$146K Hold
2022
Q3
$257K Hold
2022
Q2
$698K Hold
2022
Q1
$1.16M Buy
2021
Q4
$518K Buy