Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$523K Sell
2024
Q2
$517K Buy
2024
Q1
$540K Sell
2023
Q4
$448K Sell
2023
Q3
$402K Sell
2023
Q2
$290K Buy
2023
Q1
$119K Sell
2022
Q4
$220K Buy