Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$1.17M Buy
2023
Q4
$500K Sell
2023
Q3
$1.23M Buy
2023
Q1
$922K Buy
2022
Q4
$1.32M Sell
2022
Q3
$1.3M Sell
2022
Q2
$1.52M Buy
2022
Q1
$1.56M Sell
2021
Q4
$1.6M Buy