Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$358K Sell
2024
Q3
$478K Sell
2024
Q2
$468K Sell
2024
Q1
$508K Buy
2023
Q4
$405K Sell
2023
Q3
$391K Buy
2023
Q2
$303K Buy
2023
Q1
$329K Buy
2022
Q4
$107K Hold
2022
Q3
$89.2K Buy
2022
Q2
$102K Sell
2022
Q1
$123K Buy