Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$5.58M Sell
2024
Q2
$4.28M Sell
2024
Q1
$4.37M Buy
2023
Q4
$4.14M Buy
2022
Q3
Sell
2022
Q2
$862K Sell
2022
Q1
$1.03M Buy
2021
Q4
$1.2M Hold
2021
Q3
$1.22M Hold
2021
Q2
$1.31M Buy
2021
Q1
$1.13M Buy
2015
Q3
Sell
2015
Q2
$2.41M Buy
2015
Q1
$2.13M Buy
2014
Q4
$1.78M Buy