Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$750K Sell
2024
Q2
$652K Hold
2024
Q1
$652K Buy
2023
Q4
$629K Buy
2023
Q3
$480K Buy
2023
Q2
$526K Buy
2023
Q1
$413K Sell
2022
Q4
$428K Buy
2022
Q3
$312K Buy