Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$643K Sell
2024
Q2
$717K Buy
2024
Q1
$624K Buy
2023
Q4
$513K Buy
2023
Q3
$240K Buy
2023
Q2
$260K Sell
2023
Q1
$250K Buy
2022
Q4
$236K Buy