Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$571K Sell
2024
Q3
$896K Buy
2024
Q2
$508K Buy
2024
Q1
$499K Sell
2023
Q4
$539K Hold
2023
Q3
$477K Sell
2023
Q2
$453K Buy