Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$8.61M Sell
2023
Q3
$12.2M Hold
2023
Q2
$8.36M Hold
2023
Q1
$7.77M Sell
2022
Q4
$10.5M Buy
2022
Q3
$7.43M Buy