Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$399K Hold
2024
Q3
$438K Sell
2024
Q2
$661K Buy
2024
Q1
$570K Buy
2023
Q4
$566K Sell
2023
Q3
$518K Sell
2023
Q2
$674K Buy