Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$792K Buy
2024
Q2
$548K Buy
2024
Q1
$756K Buy
2023
Q4
$326K Buy
2023
Q3
$310K Sell
2023
Q2
$287K Buy