Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$1.15M Buy
2023
Q4
$800K Buy
2023
Q3
$706K Buy
2022
Q1
Sell
2021
Q4
$800K Buy
2021
Q2
Sell
2021
Q1
$265K Hold
2020
Q4
$265K Buy