Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$549K Buy
2023
Q4
$432K Sell
2023
Q3
$428K Hold
2023
Q2
$480K Hold
2023
Q1
$442K Hold
2022
Q4
$461K Hold
2022
Q3
$359K Hold
2022
Q2
$379K Hold
2022
Q1
$341K Hold
2021
Q4
$319K Buy