Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$589K Buy
2024
Q3
$342K Hold
2024
Q2
$354K Sell
2024
Q1
$385K Sell
2023
Q4
$718K Sell
2023
Q3
$632K Sell
2023
Q2
$670K Buy
2023
Q1
$552K Sell
2022
Q4
$498K Buy