Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$269K Sell
2024
Q1
$2.93M Sell
2023
Q4
$2.65M Hold
2023
Q3
$2.38M Hold
2023
Q2
$2.5M Sell
2023
Q1
$2.39M Sell
2022
Q4
$2.04M Buy