Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$299K Hold
2023
Q4
$240K Sell
2023
Q3
$667K Sell
2023
Q2
$1.15M Sell
2023
Q1
$1.19M Buy
2022
Q4
$928K Buy
2022
Q3
$666K Buy
2022
Q2
$696K Buy
2022
Q1
$739K Buy
2021
Q4
$953K Buy