Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$600K Buy
2024
Q2
$355K Sell
2024
Q1
$497K Sell
2023
Q4
$2.7M Buy
2023
Q3
$2.18M Buy
2023
Q2
$586K Buy
2019
Q1
Sell
2018
Q4
$5K Buy