Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$532K Sell
2023
Q3
$936K Sell
2023
Q2
$1.56M Buy
2023
Q1
$718K Sell
2022
Q4
$1.43M Hold
2022
Q3
$1.82M Buy
2022
Q2
$1.14M Buy