Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Hold
2023
Q4
Hold
2023
Q3
Sell
2023
Q2
$118K Sell
2023
Q1
$1.32M Buy
2022
Q4
$985K Buy
2022
Q3
$599K Buy
2022
Q2
$657K Buy
2021
Q2
Hold
2021
Q1
Hold
2020
Q4
Hold