Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$648K Sell
2024
Q2
$629K Sell
2024
Q1
$550K Buy
2023
Q4
$488K Hold
2023
Q3
$417K Sell
2023
Q2
$402K Buy
2023
Q1
$355K Hold
2022
Q4
$326K Buy
2022
Q3
$296K Sell
2022
Q2
$465K Buy
2022
Q1
$547K Sell
2021
Q4
$548K Buy
2021
Q3
$422K Buy