Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$980K Sell
2023
Q4
$562K Hold
2023
Q3
$494K Sell
2023
Q2
$591K Sell
2023
Q1
$861K Sell
2022
Q4
$905K Buy