Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.23M Sell
2024
Q2
$1.6M Sell
2024
Q1
$1.35M Buy
2022
Q1
Sell
2021
Q4
$1.81M Sell
2021
Q3
$1.56M Sell
2021
Q2
$1.61M Sell
2021
Q1
$1.56M Sell
2020
Q4
$1.45M Hold
2020
Q3
$1.07M Hold
2020
Q2
$987K Sell
2020
Q1
$787K Hold
2019
Q4
$912K Buy
2017
Q4
Sell
2017
Q3
$5.34M Buy
2017
Q2
$2.47M Sell
2017
Q1
$2.55M Buy