Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$1.2M Sell
2024
Q1
$3.45M Sell
2023
Q4
$3.38M Sell
2023
Q3
$4.11M Hold
2023
Q2
$5.13M Hold
2023
Q1
$3.79M Sell
2022
Q4
$5.12M Sell
2022
Q3
$5.59M Hold
2022
Q2
$4.82M Hold
2022
Q1
$7.41M Hold
2021
Q4
$12.2M Hold
2021
Q3
$15.2M Hold
2021
Q2
$15.4M Buy
2021
Q1
Sell
2020
Q4
$10.2M Buy