Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$339K Sell
2023
Q4
$309K Sell
2023
Q3
$317K Hold
2023
Q2
$332K Hold
2023
Q1
$313K Hold
2022
Q4
$267K Hold
2022
Q3
$216K Hold
2022
Q2
$212K Hold
2022
Q1
$301K Sell
2021
Q4
$243K Buy