Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$369K Hold
2024
Q2
$487K Buy
2024
Q1
$693K Sell
2023
Q4
$855K Sell
2023
Q3
$759K Sell
2023
Q2
$956K Sell
2023
Q1
$1.03M Sell
2022
Q4
$1.01M Buy