Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$7.68M Hold
2024
Q2
$8.15M Hold
2024
Q1
$9.5M Buy
2023
Q4
$1.07M Sell
2023
Q3
$8.93M Hold
2023
Q2
$11.7M Buy
2023
Q1
$751K Hold
2022
Q4
$809K Sell
2022
Q3
$1.42M Buy
2022
Q2
$494K Buy
2022
Q1
Sell
2021
Q4
$328K Hold
2021
Q3
$312K Buy