Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$137K Sell
2024
Q1
$619K Sell
2023
Q4
$541K Buy
2023
Q3
$68K Sell
2023
Q2
$180K Buy
2023
Q1
$147K Buy
2022
Q3
Sell
2022
Q2
$211K Buy
2022
Q1
$300K Buy