Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$444K Sell
2023
Q4
$538K Sell
2023
Q3
$391K Buy
2023
Q2
$316K Hold
2023
Q1
$309K Buy
2022
Q4
$242K Buy
2022
Q3
$226K Sell
2022
Q2
$328K Hold
2022
Q1
$435K Hold
2021
Q4
$452K Buy