Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$3.43M Sell
2024
Q1
$4.04M Sell
2023
Q4
$3.66M Sell
2023
Q3
$3.73M Buy
2023
Q2
$3.78M Buy
2023
Q1
$3.68M Sell
2022
Q4
$4.57M Buy
2022
Q3
$3.27M Buy
2022
Q2
$2.28M Buy
2022
Q1
$1.68M Buy
2021
Q4
$1.32M Buy
2014
Q2
$204K Hold
2014
Q1
$207K Buy