Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$472K Sell
2024
Q2
$442K Sell
2024
Q1
$412K Buy
2023
Q4
$344K Buy
2023
Q3
$281K Buy
2023
Q2
$278K Buy
2022
Q3
Sell
2022
Q2
$426K Buy
2022
Q1
$501K Buy
2021
Q4
$369K Buy
2021
Q3
$374K Buy