Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-25,859
2023
Q4
$593K Sell
25,859
-36,954
2023
Q3
$1.38M Sell
62,813
-44,544
2023
Q2
$2.42M Buy
+107,357