Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$628K Sell
2024
Q2
$3.84M Sell
2024
Q1
$7.06M Sell
2023
Q4
$7.14M Buy
2023
Q3
$6.08M Buy
2023
Q2
$2.26M Buy
2023
Q1
$1.88M Buy