Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$293K Sell
2023
Q4
$506K Sell
2023
Q3
$515K Hold
2023
Q2
$541K Buy
2023
Q1
$550K Buy
2022
Q4
$397K Buy
2022
Q3
$215K Buy