Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$488K Buy
2023
Q4
$384K Buy
2023
Q3
$329K Sell
2023
Q2
$400K Sell
2023
Q1
$670K Sell
2022
Q4
$951K Sell
2022
Q3
$1.12M Buy
2022
Q2
Sell
2022
Q1
$225K Buy