Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$785K Hold
2023
Q4
$1.43M Sell
2023
Q3
$1.56M Sell
2023
Q2
$1.57M Buy
2023
Q1
$168K Sell
2022
Q4
$497K Buy
2022
Q3
$253K Buy
2022
Q2
Sell
2022
Q1
$1.64M Buy