Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$240K Buy
2024
Q2
$282K Buy
2024
Q1
Sell
2023
Q4
$268K Sell
2023
Q3
$296K Buy
2023
Q2
$262K Buy
2023
Q1
$238K Buy