Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$598K Sell
2024
Q2
$709K Sell
2024
Q1
$793K Sell
2023
Q4
$738K Sell
2023
Q3
$698K Sell
2023
Q2
$792K Sell
2023
Q1
$754K Sell
2022
Q4
$824K Buy