Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$605K Buy
2023
Q2
Sell
2023
Q1
$112K Sell
2022
Q4
$118K Buy
2022
Q3
$99K Buy
2022
Q2
$104K Buy