Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$408K Sell
2024
Q2
$390K Sell
2024
Q1
$406K Buy
2023
Q4
$360K Sell
2023
Q3
$313K Sell
2023
Q2
$447K Sell
2023
Q1
$522K Buy
2022
Q4
$491K Buy