Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$1.15M Sell
2024
Q1
$1.32M Buy
2023
Q4
$298K Sell
2023
Q3
$357K Sell
2023
Q2
$543K Buy
2021
Q4
Sell
2021
Q3
$142K Buy