Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$976K Buy
2020
Q3
Sell
2020
Q2
$2.54M Buy
2020
Q1
$973K Buy
2019
Q4
Sell
2019
Q3
$658K Sell
2019
Q2
$1.64M Sell
2019
Q1
$1.98M Buy
2018
Q4
$1.2M Hold
2018
Q3
$1.12M Buy
2016
Q4
Sell
2016
Q3
$1.74M Buy
2015
Q2
Sell
2015
Q1
$1.89M Buy
2013
Q3
Sell
2013
Q2
$1.52M Buy