Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$214K Buy
2024
Q2
Sell
2024
Q1
$232K Sell
2023
Q4
$230K Sell
2023
Q3
$242K Hold
2023
Q2
$281K Buy
2023
Q1
$227K Buy
2022
Q4
$208K Buy
2022
Q2
Sell
2022
Q1
$228K Buy