Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$722K Buy
2023
Q2
Sell
2023
Q1
$223K Buy
2022
Q1
Sell
2021
Q4
$600K Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Sell
2020
Q4
$4.23M Buy