Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$217K Buy
2024
Q3
$264K Sell
2024
Q2
$522K Buy
2024
Q1
$436K Sell
2023
Q4
$484K Sell
2023
Q3
$388K Sell
2023
Q2
$410K Buy
2023
Q1
$202K Buy