Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$139K Sell
2024
Q1
$489K Sell
2023
Q4
$782K Sell
2023
Q3
$1.19M Hold
2023
Q2
$1.42M Sell
2023
Q1
$957K Buy