Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$159K Sell
2024
Q1
$764K Buy
2023
Q4
$467K Buy
2023
Q3
$344K Buy
2023
Q2
$257K Sell
2023
Q1
$364K Buy
2022
Q4
$341K Sell
2022
Q3
$474K Buy
2022
Q2
$521K Buy
2022
Q1
$537K Buy