Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$556K Sell
2024
Q2
$524K Sell
2024
Q1
$599K Hold
2023
Q4
$518K Buy
2022
Q4
$606K Sell
2022
Q3
$560K Buy
2022
Q2
$323K Buy
2022
Q1
$221K Buy