Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$143K Sell
2024
Q1
$186K Sell
2023
Q4
$515K Sell
2023
Q3
$959K Sell
2023
Q2
$1.46M Sell
2023
Q1
$1.48M Buy
2022
Q4
$1.36M Buy