Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$673K Sell
2023
Q4
$12.4M Sell
2023
Q3
$11M Sell
2023
Q2
$10.6M Buy
2023
Q1
$9M Hold
2022
Q4
$8.25M Sell
2022
Q3
$7.05M Hold
2022
Q2
$6.66M Buy
2022
Q1
$9.13M Sell
2021
Q4
$9.15M Buy