Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$482K Sell
2024
Q2
$426K Buy
2024
Q1
$273K Buy
2023
Q4
$216K Buy
2023
Q3
$169K Buy
2023
Q2
$176K Sell
2023
Q1
$214K Buy
2021
Q3
Sell
2021
Q2
$259K Buy
2021
Q1
$270K Sell
2020
Q4
$301K Buy