Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$476K Sell
2024
Q2
$681K Buy
2024
Q1
$667K Buy
2023
Q4
$718K Sell
2023
Q3
$515K Sell
2023
Q2
$504K Buy
2023
Q1
$469K Buy