Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$297K Hold
2024
Q2
$280K Sell
2024
Q1
$470K Hold
2023
Q4
$397K Hold
2023
Q3
$370K Hold
2023
Q2
$396K Buy
2023
Q1
Sell
2022
Q4
$369K Hold
2022
Q3
$337K Hold
2022
Q2
$320K Hold
2022
Q1
$401K Buy