Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$319K Hold
2024
Q1
$313K Hold
2023
Q4
$274K Hold
2023
Q3
$248K Hold
2023
Q2
$241K Sell
2023
Q1
$372K Buy