Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
2021
Q3
$3.5M Sell
2021
Q2
$3.31M Sell
2021
Q1
$3.37M Buy
2020
Q4
$963K Buy
2019
Q2
Sell
2019
Q1
$720K Hold
2018
Q4
$647K Hold
2018
Q3
$790K Hold
2018
Q2
$765K Buy
2017
Q1
Sell
2016
Q4
$470K Buy
2014
Q4
Sell
2014
Q3
$296K Sell
2014
Q2
$869K Buy