Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$721K Hold
2023
Q3
$765K Hold
2023
Q2
$680K Hold
2023
Q1
$662K Sell
2022
Q4
$1.7M Sell
2022
Q3
$2.18M Sell
2022
Q2
$2.65M Sell
2022
Q1
$5.78M Hold
2021
Q4
$4M Buy