Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$995K Hold
2023
Q4
$956K Sell
2023
Q3
$1.05M Sell
2023
Q2
$1.11M Hold
2023
Q1
$1.08M Buy
2022
Q4
$839K Buy