Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$208K Sell
2024
Q2
$290K Sell
2024
Q1
$284K Sell
2023
Q4
$348K Sell
2023
Q3
$345K Buy
2023
Q2
$322K Sell
2023
Q1
$335K Buy
2022
Q4
$279K Buy
2022
Q3
$250K Buy
2022
Q2
$221K Buy