Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$147K Sell
2023
Q4
$171K Sell
2023
Q3
$124K Sell
2023
Q2
$123K Sell
2023
Q1
$478K Hold
2022
Q4
$387K Buy
2022
Q3
$298K Buy
2022
Q2
$431K Hold
2022
Q1
$572K Sell
2021
Q4
$598K Buy