Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$1.06M Sell
2024
Q1
$2.31M Hold
2023
Q4
$2.49M Sell
2023
Q3
$1.5M Sell
2023
Q2
$3.56M Sell
2023
Q1
$2.43M Buy
2022
Q4
$2.73M Buy
2022
Q2
Sell
2022
Q1
$885K Buy