Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$5.95M Buy
2023
Q3
$4.8M Buy
2023
Q2
$2.1M Buy
2023
Q1
$1.41M Buy
2022
Q4
$1.25M Sell
2022
Q3
$1.17M Sell
2022
Q2
$1.41M Hold
2022
Q1
$1.62M Sell
2021
Q4
$2.05M Buy
2021
Q3
$526K Hold
2021
Q2
$596K Buy
2021
Q1
$289K Hold
2020
Q4
$262K Buy