Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$475K Sell
2024
Q2
$502K Buy
2024
Q1
$460K Sell
2023
Q4
$439K Sell
2023
Q3
$442K Buy
2023
Q2
$469K Buy
2023
Q1
$565K Sell
2022
Q4
$550K Buy