Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$361K Sell
2024
Q1
$1.68M Hold
2023
Q4
$1.65M Hold
2023
Q3
$1.61M Hold
2023
Q2
$1.51M Sell
2023
Q1
$17.3M Hold
2022
Q4
$17.1M Buy