Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$283K Sell
2023
Q4
$442K Sell
2023
Q3
$455K Buy
2023
Q2
$464K Sell
2023
Q1
$369K Buy
2022
Q4
$214K Sell
2022
Q3
$473K Buy
2022
Q2
$382K Sell
2022
Q1
$1.12M Buy
2021
Q4
$1.08M Buy