Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$708K Sell
2024
Q1
$758K Sell
2023
Q4
$701K Sell
2023
Q3
$774K Buy
2023
Q2
$747K Buy
2023
Q1
$602K Buy
2022
Q4
$617K Sell
2022
Q3
$595K Sell
2022
Q2
$532K Buy