Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$288K Buy
2024
Q3
Sell
2024
Q2
$384K Sell
2024
Q1
$418K Sell
2023
Q4
$366K Sell
2023
Q3
$339K Buy
2023
Q2
$334K Buy