Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$394K Buy
2024
Q1
Sell
2023
Q4
$289K Buy
2022
Q1
Sell
2021
Q4
$1.03M Sell
2021
Q3
$1.43M Sell
2021
Q2
$2.28M Buy
2021
Q1
Sell
2020
Q4
$2.48M Buy