Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$1.33M Sell
2023
Q2
$2.49M Buy
2021
Q2
$515K Sell
2021
Q1
$1.23M Buy
2020
Q2
Sell
2020
Q1
$328K Buy
2019
Q3
Sell
2019
Q2
$5.88M Buy
2019
Q1
$3.73M Buy
2018
Q4
$1.51M Buy
2018
Q3
Sell
2018
Q2
$278K Buy
2015
Q4
Sell
2015
Q3
$1.81M Buy
2015
Q2
Sell
2015
Q1
$1.47M Buy
2014
Q2
Sell
2014
Q1
$331K Buy