Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$208K Sell
2024
Q1
$268K Sell
2023
Q4
$240K Sell
2023
Q3
$245K Buy
2023
Q2
$226K Sell
2023
Q1
$257K Sell
2022
Q4
$311K Buy
2022
Q3
$237K Sell
2022
Q2
$272K Buy