Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$958K Sell
2024
Q2
$729K Buy
2024
Q1
$629K Sell
2023
Q4
$897K Buy
2023
Q3
$896K Buy
2023
Q2
$922K Buy
2023
Q1
$725K Buy
2022
Q4
$385K Buy