Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$555K Hold
2024
Q1
$704K Hold
2023
Q4
$695K Hold
2023
Q3
$582K Buy
2023
Q2
$513K Buy
2023
Q1
$443K Buy