Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$245K Sell
2024
Q2
$339K Sell
2024
Q1
$349K Sell
2023
Q4
$408K Sell
2023
Q3
$399K Buy
2023
Q2
$377K Buy
2023
Q1
$410K Buy
2022
Q4
$334K Buy
2022
Q3
$248K Buy
2022
Q2
$241K Buy