Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$117K Sell
2024
Q1
$275K Sell
2023
Q4
$489K Sell
2023
Q3
$740K Buy
2023
Q2
$588K Sell
2023
Q1
$426K Buy
2022
Q4
$512K Buy
2022
Q3
$560K Buy
2022
Q2
$503K Buy
2022
Q1
$414K Buy