Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$600K Buy
2018
Q2
Sell
2018
Q1
$1.13M Hold
2017
Q4
$1.1M Buy
2016
Q3
Sell
2016
Q2
$507K Buy
2016
Q1
$490K Buy
2015
Q4
Sell
2015
Q3
$313K Buy
2015
Q2
$246K Sell
2015
Q1
$255K Buy