Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$3.06M Buy
2024
Q2
$2.27M Hold
2024
Q1
$2.79M Hold
2023
Q4
$3.68M Sell
2023
Q3
$12.8M Hold
2023
Q2
$9.21M Hold
2023
Q1
$6.77M Hold
2022
Q4
$5.81M Hold
2022
Q3
$11.3M Sell
2022
Q2
$33.6M Sell
2022
Q1
$144M Sell
2021
Q4
$711M Sell
2021
Q3
$317M Hold
2021
Q2
$397M Sell
2021
Q1
$692M Buy