Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$619K Sell
2023
Q4
$571K Buy
2023
Q3
$475K Sell
2023
Q2
$508K Buy
2023
Q1
$464K Sell
2022
Q4
$434K Buy