Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$618K Sell
2024
Q2
$546K Sell
2024
Q1
$599K Sell
2023
Q4
$616K Buy
2023
Q3
$501K Sell
2023
Q2
$553K Sell
2023
Q1
$502K Sell
2022
Q4
$461K Sell
2022
Q3
$435K Buy
2022
Q2
$372K Buy
2022
Q1
$393K Buy
2021
Q4
$479K Buy
2021
Q3
$346K Buy
2021
Q2
$353K Sell
2021
Q1
$353K Buy