Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$200K Buy
2024
Q2
$167K Sell
2024
Q1
$325K Hold
2023
Q4
$313K Hold
2023
Q3
$325K Hold
2023
Q2
$430K Buy
2023
Q1
$263K Buy
2022
Q4
$49K Buy