Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$420K Sell
2024
Q2
$439K Buy
2024
Q1
$437K Buy
2023
Q4
$404K Buy
2023
Q3
$381K Buy
2023
Q2
$381K Sell
2023
Q1
$390K Buy
2022
Q4
$281K Buy