Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$472K Hold
2023
Q3
$372K Hold
2023
Q2
$394K Hold
2023
Q1
$324K Buy
2022
Q2
Sell
2022
Q1
$200K Buy