Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$401K Sell
2024
Q1
$466K Sell
2023
Q4
$721K Buy
2023
Q3
$532K Sell
2023
Q2
$705K Sell
2023
Q1
$584K Sell
2022
Q4
$433K Buy
2022
Q3
$748K Sell
2022
Q2
$656K Buy
2022
Q1
$867K Buy
2021
Q4
$782K Buy