Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$3.57M Sell
2023
Q4
$22.3M Sell
2023
Q3
$23.5M Buy
2023
Q2
$24.4M Buy
2023
Q1
$25.7M Buy
2022
Q4
$22M Buy
2022
Q1
Sell
2021
Q4
$4.25M Buy
2021
Q3
$633K Buy
2021
Q2
$589K Hold
2021
Q1
$430K Buy
2018
Q4
Sell
2018
Q3
$95K Hold
2018
Q2
$91K Buy