Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$200K Buy
2023
Q4
Sell
2023
Q3
$330K Buy
2023
Q2
Hold
2023
Q1
Sell
2022
Q4
$2.09M Buy
2022
Q3
$628K Buy
2022
Q2
$626K Buy
2022
Q1
$677K Sell
2021
Q4
$4.04M Buy
2021
Q3
$3.5M Buy
2021
Q2
$1.02M Sell
2021
Q1
$1.22M Buy
2020
Q4
$791K Buy