Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$380K Sell
2023
Q4
$355K Hold
2023
Q3
$297K Hold
2023
Q2
$345K Buy
2023
Q1
$262K Buy
2022
Q4
$176K Buy
2022
Q3
$131K Hold
2022
Q2
$156K Buy
2022
Q1
$108K Buy