Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$220K Hold
2024
Q2
$240K Hold
2024
Q1
$256K Sell
2023
Q4
$219K Sell
2023
Q3
$306K Hold
2023
Q2
$343K Sell
2023
Q1
$359K Hold
2022
Q4
$375K Hold
2022
Q3
$291K Hold
2022
Q2
$308K Sell
2022
Q1
$278K Buy