Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$23.6M Sell
2023
Q3
$22.4M Buy
2023
Q2
$4.92M Buy
2023
Q1
$5.12M Buy
2022
Q4
$1.19M Buy
2022
Q3
$413K Sell
2022
Q2
$517K Sell
2022
Q1
$953K Sell
2021
Q4
$2.37M Buy