Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$375K Sell
2024
Q2
$450K Buy
2024
Q1
$439K Buy
2023
Q4
$218K Sell
2023
Q3
$427K Buy
2023
Q2
$385K Buy
2023
Q1
$263K Buy