Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$244K Buy
2023
Q4
$260K Hold
2023
Q3
$200K Buy
2022
Q4
Sell
2022
Q3
$212K Sell
2022
Q2
$316K Sell
2022
Q1
$996K Hold
2021
Q4
$996K Buy
2021
Q3
$1.02M Hold
2021
Q2
$1.5M Buy