Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$5.68M Sell
2024
Q2
$9.26M Sell
2024
Q1
$17M Sell
2023
Q4
$15.4M Hold
2023
Q3
$18.4M Buy
2023
Q2
$3.99M Hold
2023
Q1
$4.58M Sell
2022
Q4
$6.37M Sell
2022
Q3
$8.79M Buy
2022
Q2
$9.66M Buy
2022
Q1
$10.5M Hold
2021
Q4
$8.03M Buy
2021
Q3
$238K Buy