Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$533K Hold
2024
Q2
$538K Sell
2024
Q1
$1.29M Sell
2023
Q4
$4.86M Sell
2023
Q3
$3.82M Buy
2023
Q2
$1.89M Buy
2019
Q3
Sell
2019
Q2
$3.97M Buy