Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$354K Sell
2024
Q1
$511K Sell
2023
Q4
$617K Sell
2023
Q3
$469K Sell
2023
Q2
$447K Sell
2023
Q1
$517K Sell
2022
Q4
$435K Sell
2022
Q3
$446K Sell
2022
Q2
$653K Sell
2022
Q1
$876K Buy
2021
Q4
$868K Buy