Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$329K Sell
2023
Q3
$686K Sell
2023
Q2
$1.12M Sell
2023
Q1
$1.04M Buy
2022
Q4
$581K Buy
2022
Q2
Sell
2022
Q1
$246K Sell
2021
Q4
$508K Buy