Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$280K Sell
2024
Q1
$417K Sell
2023
Q4
$1.47M Sell
2023
Q3
$1.41M Buy
2023
Q2
$1.45M Buy
2023
Q1
$1.4M Hold
2022
Q4
$1.51M Buy
2022
Q3
$1.12M Buy
2022
Q1
Sell
2021
Q4
$241K Buy