Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$81K Sell
2023
Q3
$198K Sell
2023
Q2
$2.57M Buy
2023
Q1
$1.57M Buy
2022
Q4
$2.05M Buy
2021
Q4
Sell
2021
Q3
$282K Buy