Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$238K Sell
2024
Q2
$253K Buy
2024
Q1
Sell
2023
Q4
$214K Buy
2022
Q4
Sell
2022
Q3
$236K Buy