Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$505K Buy
2023
Q4
$589K Sell
2023
Q3
$509K Sell
2023
Q2
$503K Buy
2023
Q1
$384K Hold
2022
Q4
$335K Buy
2022
Q3
$272K Buy
2022
Q2
$361K Hold
2022
Q1
$449K Buy
2021
Q4
$548K Buy