Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$751K Sell
2024
Q1
$788K Hold
2023
Q4
$718K Hold
2023
Q3
$581K Hold
2023
Q2
$796K Hold
2023
Q1
$633K Sell
2022
Q4
$668K Hold
2022
Q3
$692K Sell
2022
Q2
$913K Sell
2022
Q1
$1.2M Buy
2021
Q4
$457K Buy