Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$715K Hold
2023
Q3
$706K Buy
2023
Q1
Sell
2022
Q4
$1.01M Hold
2022
Q3
$993K Hold
2022
Q2
$980K Buy