Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$204K Sell
2024
Q1
$545K Hold
2023
Q4
$965K Hold
2023
Q3
$1.05M Sell
2023
Q2
$3.12M Buy
2023
Q1
$3.04M Buy