Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$673K Sell
2024
Q3
$871K Buy
2024
Q2
$482K Buy
2024
Q1
$484K Buy
2023
Q4
$373K Sell
2023
Q3
$327K Sell
2023
Q2
$311K Sell
2023
Q1
$283K Buy