Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$587K Buy
2024
Q2
$543K Hold
2024
Q1
$461K Buy
2023
Q4
$286K Sell
2023
Q3
$246K Buy
2023
Q2
$209K Sell
2023
Q1
$511K Sell
2022
Q4
$464K Buy