Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$235K Sell
2023
Q3
$251K Sell
2023
Q2
$344K Sell
2023
Q1
$280K Buy
2022
Q4
Sell
2022
Q3
$376K Hold
2022
Q2
$318K Buy
2022
Q1
$502K Buy
2021
Q4
$440K Buy
2021
Q3
$264K Buy
2021
Q2
$230K Buy
2021
Q1
$208K Buy
2020
Q4
$204K Buy