Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$658K Sell
2023
Q4
$666K Sell
2023
Q3
$622K Sell
2023
Q2
$799K Buy
2023
Q1
$750K Buy
2022
Q4
$650K Buy