Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$625K Sell
2024
Q1
$543K Sell
2023
Q4
$802K Sell
2023
Q3
$748K Sell
2023
Q2
$1.05M Sell
2023
Q1
$1.02M Hold
2022
Q4
$808K Hold
2022
Q3
$859K Sell
2022
Q2
$1.01M Hold
2022
Q1
$1.29M Hold
2021
Q4
$1.32M Hold
2021
Q3
$1.05M Hold
2021
Q2
$1.02M Buy