Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$450K Buy
2024
Q2
$514K Buy
2024
Q1
$695K Buy
2023
Q4
$786K Sell
2023
Q3
$700K Sell
2023
Q2
$700K Sell
2023
Q1
$709K Sell
2022
Q4
$681K Buy