Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$237K Sell
2024
Q2
$324K Sell
2024
Q1
$361K Sell
2023
Q4
$402K Sell
2023
Q3
$437K Buy
2023
Q2
$327K Sell
2023
Q1
$348K Sell
2022
Q4
$493K Buy
2022
Q3
$344K Buy
2022
Q2
$341K Buy
2022
Q1
$327K Buy
2021
Q4
$281K Buy