Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$567K Sell
2024
Q2
$506K Sell
2024
Q1
$578K Sell
2023
Q4
$518K Buy
2023
Q3
$401K Sell
2023
Q2
$512K Sell
2023
Q1
$484K Sell
2022
Q4
$479K Sell
2022
Q3
$418K Buy
2022
Q2
$385K Buy
2022
Q1
$420K Buy
2021
Q4
$386K Buy