Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$288K Sell
2024
Q2
$352K Hold
2024
Q1
$432K Hold
2023
Q4
$314K Buy
2022
Q4
Sell
2022
Q3
$208K Sell
2022
Q2
$478K Sell
2022
Q1
$1.02M Buy
2021
Q4
$982K Sell
2021
Q3
$1.07M Sell
2021
Q2
$39.5M Buy