Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$396K Sell
2024
Q2
$518K Buy
2024
Q1
$464K Sell
2023
Q4
$499K Sell
2023
Q3
$453K Buy
2023
Q2
$373K Sell
2023
Q1
$455K Buy
2022
Q4
$412K Buy
2022
Q3
$261K Buy
2022
Q2
$309K Buy
2022
Q1
$228K Buy
2021
Q4
$213K Buy