Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$2.4M Sell
2023
Q4
$3.75M Buy
2023
Q3
$2.65M Sell
2023
Q2
$3.1M Sell
2023
Q1
$3.03M Buy
2022
Q4
$768K Buy
2022
Q3
Sell
2022
Q2
$3.05M Buy
2022
Q1
$828K Buy