Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$1.17M Sell
2024
Q2
$1.19M Sell
2024
Q1
$979K Sell
2023
Q4
$774K Buy
2023
Q3
$634K Sell
2023
Q2
$737K Buy
2023
Q1
$304K Sell
2022
Q4
$244K Sell
2022
Q3
$230K Sell
2022
Q2
$357K Sell
2022
Q1
$529K Buy