Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$675K Hold
2024
Q3
$877K Hold
2024
Q2
$868K Hold
2024
Q1
$991K Sell
2023
Q4
$882K Hold
2023
Q3
$783K Hold
2023
Q2
$712K Hold
2023
Q1
$757K Buy
2022
Q4
$412K Buy
2022
Q3
$48K Buy
2022
Q2
$47K Buy