Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$611K Buy
2023
Q4
$564K Buy
2023
Q3
$496K Hold
2023
Q2
$512K Sell
2023
Q1
$497K Hold
2022
Q4
$458K Sell
2022
Q3
$397K Sell
2022
Q2
$460K Sell
2022
Q1
$526K Hold
2021
Q4
$514K Buy