Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$3.13M Sell
2023
Q4
$5.08M Buy
2022
Q2
Sell
2022
Q1
$750K Buy
2021
Q3
Sell
2021
Q2
$3.27M Sell
2021
Q1
$4.44M Buy
2020
Q4
$1.98M Buy