Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$214K Hold
2024
Q2
$225K Hold
2024
Q1
$282K Hold
2023
Q4
$248K Hold
2023
Q3
$222K Sell
2023
Q2
$342K Buy
2023
Q1
$312K Buy