Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$690K Buy
2023
Q4
$554K Buy
2023
Q1
Sell
2022
Q4
$237K Buy
2022
Q1
Sell
2021
Q4
$479K Buy
2021
Q3
Sell
2021
Q2
$319K Buy