Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$337K Sell
2024
Q1
$483K Sell
2023
Q4
$651K Buy
2023
Q3
$410K Sell
2023
Q2
$436K Sell
2023
Q1
$488K Sell
2022
Q4
$513K Sell
2022
Q3
$447K Buy
2022
Q2
$488K Buy
2022
Q1
$543K Buy
2021
Q4
$500K Buy