Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$227K Buy
2023
Q3
Sell
2023
Q2
$234K Buy
2023
Q1
$213K Buy
2022
Q4
$253K Hold
2022
Q3
$216K Sell
2022
Q2
$309K Buy
2022
Q1
$359K Buy
2021
Q4
$390K Buy