Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$175K Sell
2024
Q2
$466K Hold
2024
Q1
$503K Buy
2023
Q4
Sell
2023
Q3
$32.1K Buy
2023
Q2
$31.4K Buy