Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$903K Hold
2023
Q4
$848K Sell
2023
Q3
$1.3M Sell
2023
Q2
$1.22M Hold
2023
Q1
$1.31M Sell
2022
Q4
$1.98M Buy