Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$256K Sell
2024
Q2
$324K Sell
2024
Q1
$382K Sell
2023
Q4
$422K Sell
2023
Q3
$435K Buy
2023
Q2
$404K Buy
2023
Q1
$390K Buy
2022
Q4
$376K Buy
2022
Q3
$201K Buy