Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$129K Sell
2024
Q1
$626K Buy
2023
Q4
$371K Buy
2023
Q3
$261K Buy
2023
Q2
$231K Sell
2023
Q1
$616K Buy
2022
Q4
$668K Sell
2022
Q3
$1.15M Buy
2022
Q2
$1.47M Buy
2022
Q1
$1.48M Buy