Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$215K Sell
2024
Q2
$203K Buy
2024
Q1
$242K Sell
2023
Q4
$296K Buy
2023
Q3
$251K Buy
2023
Q2
$277K Buy
2022
Q1
Sell
2021
Q4
$204K Buy