Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$6.19M Sell
2023
Q3
$18.1M Sell
2023
Q2
$39.5M Buy
2023
Q1
$17.2M Sell
2022
Q4
$18.9M Buy
2022
Q3
$2.6M Buy
2022
Q2
$482K Buy
2020
Q4
Sell
2020
Q3
$851K Buy