Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$3.2M Sell
2023
Q4
$3.71M Hold
2023
Q3
$3.98M Buy
2023
Q2
$2.05M Buy
2023
Q1
$1.28M Hold
2022
Q4
$867K Hold
2022
Q3
$593K Hold
2022
Q2
$634K Sell
2022
Q1
$951K Buy