Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$1.04M Sell
2023
Q4
$2.08M Buy
2023
Q3
$1.82M Sell
2023
Q2
$5.17M Buy
2023
Q1
$1.87M Sell
2022
Q4
$3.11M Sell
2022
Q3
$3.32M Buy
2022
Q2
$2.49M Buy
2022
Q1
$1.6M Buy
2021
Q4
$804K Buy
2017
Q3
Hold
2017
Q2
Hold