Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$229K Sell
2024
Q2
$229K Buy
2024
Q1
$207K Sell
2023
Q4
$423K Hold
2023
Q3
$394K Buy
2023
Q2
$314K Buy
2023
Q1
$342K Buy
2022
Q4
$371K Buy