Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$391K Sell
2024
Q1
$2.01M Buy
2020
Q3
Sell
2020
Q2
$1.64M Hold
2020
Q1
$1.32M Hold
2019
Q4
$2.1M Sell
2019
Q3
$2.3M Hold
2019
Q2
$2.69M Buy