Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$503K Hold
2024
Q2
$405K Hold
2024
Q1
$575K Hold
2023
Q4
$713K Sell
2023
Q3
$1.54M Hold
2023
Q2
$1.4M Buy
2023
Q1
$283K Hold
2022
Q4
$159K Buy