Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$14K Buy
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$916K Sell
2023
Q1
$1.92M Buy
2022
Q4
$77K Sell
2022
Q3
$130K Buy
2022
Q2
$130K Sell
2022
Q1
$288K Buy
2021
Q4
$244K Buy
2021
Q3
$41K Buy
2021
Q2
$23K Sell
2021
Q1
$54K Sell
2020
Q4
$3.55M Buy