Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$242K Sell
2024
Q2
$298K Buy
2024
Q1
$208K Sell
2023
Q4
$240K Buy
2023
Q3
Sell
2023
Q2
$244K Sell
2023
Q1
$300K Buy
2022
Q4
$276K Buy