Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$1.37M Sell
2024
Q1
$2.29M Buy
2023
Q4
$2.61M Sell
2023
Q3
$2.88M Hold
2023
Q2
$2.79M Buy
2023
Q1
$1.53M Buy
2022
Q4
$801K Buy