Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$1M Sell
2023
Q3
$1.05M Sell
2023
Q2
$991K Buy
2023
Q1
$1,000K Hold
2022
Q4
$1.51M Sell
2022
Q3
$1.25M Sell
2022
Q2
$1.54M Sell
2022
Q1
$1.68M Buy
2021
Q4
$1.33M Buy
2015
Q1
Sell
2014
Q4
$251K Sell
2014
Q3
$3.85M Sell
2014
Q2
$17.1M Buy