Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$976K Buy
2024
Q2
$605K Sell
2024
Q1
$557K Buy
2023
Q4
$688K Buy
2023
Q3
$548K Hold
2023
Q2
$574K Buy
2023
Q1
$392K Hold
2022
Q4
$233K Buy