Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$694K Buy
2024
Q1
Sell
2023
Q4
$369K Sell
2023
Q3
$450K Buy
2023
Q2
$629K Buy
2023
Q1
$345K Sell
2022
Q4
$1.38M Buy