Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$321K Sell
2024
Q1
$373K Sell
2023
Q4
$582K Sell
2023
Q3
$808K Sell
2023
Q2
$846K Sell
2023
Q1
$1.21M Hold
2022
Q4
$1.21M Sell
2022
Q3
$985K Sell
2022
Q2
$1.09M Sell
2022
Q1
$3.66M Sell
2021
Q4
$2.59M Buy