Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$623K Hold
2023
Q4
$493K Hold
2023
Q3
$413K Sell
2023
Q2
$442K Sell
2023
Q1
$442K Hold
2022
Q4
$361K Sell
2022
Q3
$303K Hold
2022
Q2
$338K Buy