Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$415K Sell
2024
Q1
$457K Sell
2023
Q4
$386K Sell
2023
Q3
$449K Sell
2023
Q2
$454K Sell
2023
Q1
$492K Buy
2022
Q4
$317K Buy
2022
Q3
$383K Buy
2022
Q2
$230K Buy