Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$230K Sell
2024
Q2
$1.33M Sell
2024
Q1
$2.06M Hold
2023
Q4
$2.38M Hold
2023
Q3
$2.1M Sell
2023
Q2
$2.43M Sell
2023
Q1
$2.94M Buy
2022
Q4
$2.16M Hold
2022
Q3
$1.53M Sell
2022
Q2
$1.95M Buy
2022
Q1
$2.55M Buy
2021
Q4
$430K Buy