Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$3.21M Buy
2024
Q2
$3.03M Sell
2024
Q1
$3.05M Sell
2023
Q4
$2.69M Sell
2023
Q3
$3.26M Buy
2022
Q3
Sell
2022
Q2
$256K Buy
2022
Q1
$285K Sell
2021
Q4
$386K Buy
2021
Q3
$295K Buy