Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$686 Sell
2023
Q4
$279K Sell
2023
Q3
$402K Sell
2023
Q2
$938K Sell
2023
Q1
$1.5M Sell
2022
Q4
$1.81M Buy