Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$498K Buy
2023
Q4
$511K Buy
2023
Q3
$403K Sell
2023
Q2
$570K Sell
2023
Q1
$664K Buy
2022
Q4
$377K Buy
2022
Q3
$259K Buy
2022
Q2
$240K Sell
2022
Q1
$326K Buy