Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$580K Buy
2024
Q2
$487K Buy
2024
Q1
$524K Sell
2023
Q4
$466K Sell
2023
Q3
$489K Buy
2023
Q2
$368K Buy
2023
Q1
$384K Buy
2022
Q4
$349K Buy
2022
Q3
$266K Buy
2022
Q2
$222K Buy