Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$223K Buy
2023
Q4
$230K Buy
2023
Q3
Sell
2023
Q2
$520K Buy
2023
Q1
$602K Sell
2022
Q4
$678K Sell
2022
Q3
$570K Sell
2022
Q2
$731K Sell
2022
Q1
$768K Sell
2021
Q4
$803K Buy