Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$681K Buy
2023
Q4
$544K Sell
2023
Q3
$540K Hold
2023
Q2
$515K Sell
2023
Q1
$513K Hold
2022
Q4
$552K Sell
2022
Q3
$469K Buy
2022
Q2
$536K Sell
2022
Q1
$495K Sell
2021
Q4
$524K Buy