Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$453K Sell
2024
Q1
$400K Hold
2023
Q4
$360K Sell
2023
Q3
$2.4M Buy
2023
Q2
$2.26M Sell
2023
Q1
$2.12M Sell
2022
Q4
$3.44M Buy
2022
Q3
$2.15M Buy
2022
Q2
$1.96M Buy
2022
Q1
$2.27M Sell
2021
Q4
$2.84M Buy