Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$167K Sell
2024
Q1
$235K Sell
2023
Q4
$368K Sell
2023
Q3
$393K Sell
2023
Q2
$715K Buy
2023
Q1
$644K Buy
2022
Q4
$630K Buy