Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$230K Buy
2024
Q1
Sell
2023
Q4
$225K Hold
2023
Q3
$203K Sell
2023
Q2
$240K Hold
2023
Q1
$250K Sell
2022
Q4
$267K Buy