Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$2.03M Sell
2024
Q2
$7.21M Buy
2024
Q1
$8.39M Sell
2023
Q4
$11.5M Hold
2023
Q3
$11.2M Buy
2023
Q2
$6.26M Hold
2023
Q1
$6.09M Hold
2022
Q4
$5.95M Hold
2022
Q3
$5.86M Hold
2022
Q2
$5.79M Hold
2022
Q1
$5.86M Hold
2021
Q4
$5.91M Hold
2021
Q3
$5.9M Buy