Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$354K Buy
2023
Q4
$407K Hold
2023
Q3
$358K Buy
2023
Q2
$348K Buy
2023
Q1
$379K Sell
2022
Q4
$376K Buy
2022
Q3
$263K Sell
2022
Q2
$324K Hold
2022
Q1
$427K Sell
2021
Q4
$546K Buy