Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$203K Sell
2023
Q3
$259K Sell
2023
Q2
$352K Sell
2023
Q1
$606K Buy
2022
Q2
Sell
2022
Q1
$112K Hold
2021
Q4
$182K Hold
2021
Q3
$326K Hold
2021
Q2
$472K Buy
2020
Q4
Sell
2020
Q3
$311K Buy