Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$873K Sell
2023
Q4
$775K Sell
2023
Q3
$626K Buy
2023
Q2
$443K Buy
2023
Q1
$288K Sell
2022
Q4
$278K Sell
2022
Q3
$307K Buy
2022
Q2
$228K Buy