Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$225K Buy
2021
Q4
Sell
2021
Q3
$393K Sell
2021
Q2
$612K Sell
2021
Q1
$1.11M Buy
2020
Q4
$885K Buy
2020
Q3
$619K Buy