Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$356K Buy
2024
Q3
$429K Hold
2024
Q2
$383K Hold
2024
Q1
$458K Sell
2023
Q4
$420K Buy
2023
Q3
$354K Hold
2023
Q2
$405K Sell
2023
Q1
$368K Buy
2022
Q4
$376K Buy