Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$583K Buy
2022
Q2
Sell
2022
Q1
$7.77M Buy
2020
Q3
Hold
2020
Q2
Hold
2018
Q2
Sell
2018
Q1
$1.46M Buy