Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$379K Sell
2024
Q1
$577K Sell
2023
Q4
$573K Buy
2023
Q3
$481K Buy
2023
Q2
$475K Sell
2023
Q1
$437K Buy
2022
Q4
$400K Buy
2022
Q3
$353K Sell
2022
Q2
$374K Sell
2022
Q1
$502K Buy
2021
Q4
$406K Buy