Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$120K Sell
2023
Q4
$130K Hold
2023
Q3
$111K Hold
2023
Q2
$119K Sell
2023
Q1
$440K Buy
2022
Q4
$479K Buy
2022
Q3
$431K Buy
2022
Q2
$473K Buy
2022
Q1
$530K Buy
2021
Q4
$537K Buy