Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$296K Sell
2023
Q4
$462K Sell
2023
Q3
$434K Sell
2023
Q2
$398K Sell
2023
Q1
$504K Buy
2022
Q4
$456K Sell
2022
Q3
$417K Sell
2022
Q2
$441K Buy