Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$7.43M Sell
2024
Q2
$6.91M Buy
2024
Q1
$6.77M Buy
2023
Q4
$5.83M Sell
2023
Q3
$5.29M Sell
2023
Q2
$5.56M Sell
2023
Q1
$6.04M Sell
2022
Q4
$5.72M Sell
2022
Q3
$4.78M Buy
2022
Q2
$542K Sell
2022
Q1
$705K Hold
2021
Q4
$762K Buy