Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$643K Sell
2024
Q2
$582K Buy
2024
Q1
$608K Sell
2023
Q4
$623K Sell
2023
Q3
$680K Buy
2023
Q2
$654K Buy
2023
Q1
$660K Hold
2022
Q4
$602K Buy