Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$306K Hold
2024
Q3
$298K Sell
2024
Q2
$496K Hold
2024
Q1
$479K Buy
2023
Q4
$414K Hold
2023
Q3
$434K Hold
2023
Q2
$406K Buy
2022
Q2
Sell
2022
Q1
$203K Buy