Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$337K Sell
2024
Q2
$364K Sell
2024
Q1
$344K Buy
2023
Q4
$222K Buy
2023
Q3
Sell
2023
Q2
$200K Buy
2022
Q2
Sell
2022
Q1
$238K Sell
2021
Q4
$263K Buy
2021
Q3
Sell
2021
Q2
$292K Buy