Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$254K Sell
2024
Q2
$228K Sell
2024
Q1
$215K Hold
2023
Q4
$441K Sell
2023
Q3
$230K Sell
2023
Q2
$579K Hold
2023
Q1
$582K Hold
2022
Q4
$582K Hold
2022
Q3
$653K Buy