Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$399K Sell
2024
Q2
$698K Sell
2024
Q1
$1.92M Sell
2023
Q4
$2.22M Buy
2023
Q3
$1.75M Sell
2023
Q2
$1.72M Buy
2022
Q4
Sell
2022
Q3
$290K Sell
2022
Q2
$652K Buy