Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$696K Sell
2023
Q4
$665K Buy
2023
Q3
$590K Buy
2023
Q2
$499K Sell
2023
Q1
$589K Sell
2022
Q4
$554K Sell
2022
Q3
$617K Buy
2022
Q2
$463K Buy