Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$510K Buy
2023
Q3
$511K Sell
2023
Q2
$626K Buy
2023
Q1
$410K Buy
2022
Q4
$224K Buy
2022
Q3
$437K Sell
2022
Q2
$370K Hold
2022
Q1
$593K Sell
2021
Q4
$643K Buy