Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$503K Buy
2024
Q3
$533K Sell
2024
Q2
$572K Hold
2024
Q1
$637K Sell
2023
Q4
$566K Sell
2023
Q3
$585K Buy
2023
Q2
$572K Buy