Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$212K Hold
2024
Q2
$201K Hold
2024
Q1
$241K Buy
2022
Q2
Sell
2022
Q1
$248K Buy
2021
Q4
$224K Buy