Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$366K Hold
2023
Q3
$250K Hold
2023
Q2
$262K Hold
2023
Q1
$226K Buy
2022
Q1
Sell
2021
Q4
$202K Buy
2021
Q3
Sell
2021
Q2
$209K Buy
2021
Q1
$202K Buy