Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$284K Sell
2023
Q3
$431K Hold
2023
Q2
$390K Hold
2023
Q1
$402K Buy
2022
Q4
Sell
2022
Q3
$232K Hold
2022
Q2
$337K Buy
2022
Q1
$325K Buy