Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$998K Sell
2024
Q3
$1.14M Sell
2024
Q2
$981K Buy
2024
Q1
$1.06M Buy
2023
Q4
$1.24M Buy
2023
Q2
$1.21M Buy