Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$2.1M Sell
2023
Q4
$2.65M Hold
2023
Q3
$2.15M Hold
2023
Q2
$2.04M Sell
2023
Q1
$2.03M Sell
2022
Q4
$1.66M Buy
2022
Q3
$1.1M Buy
2022
Q2
$656K Buy