Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$1.35M Buy
2024
Q1
$1.28M Buy
2023
Q4
Sell
2023
Q3
$795K Sell
2023
Q2
$1M Sell
2023
Q1
$975K Buy
2022
Q4
$682K Buy
2022
Q3
$366K Buy
2022
Q2
$416K Sell
2022
Q1
$623K Sell
2021
Q4
$802K Buy
2021
Q3
$725K Buy
2021
Q2
$283K Buy
2021
Q1
$236K Buy