Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$216K Buy
2024
Q2
Sell
2024
Q1
$1.19M Buy
2023
Q4
$789K Buy
2023
Q3
$612K Buy
2023
Q2
Hold
2023
Q1
Hold
2022
Q4
Hold
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$306K Sell
2021
Q4
$356K Buy
2021
Q3
Hold