Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$218K Buy
2024
Q2
Sell
2024
Q1
$232K Hold
2023
Q4
$268K Hold
2023
Q3
$236K Hold
2023
Q2
$273K Hold
2023
Q1
$303K Hold
2022
Q4
$289K Buy