Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$3.9M Sell
2023
Q2
$3.46M Sell
2023
Q1
$4.15M Sell
2022
Q4
$3.78M Sell
2022
Q3
$4.25M Sell
2022
Q2
$5.89M Buy
2022
Q1
$6M Buy
2021
Q4
$3.81M Buy
2018
Q1
Sell
2017
Q4
$921K Buy
2017
Q3
$222K Buy
2017
Q2
Sell
2017
Q1
$345K Sell
2016
Q4
$5.95M Buy
2016
Q3
$907K Hold
2016
Q2
$923K Hold
2016
Q1
$973K Hold
2015
Q4
$1.11M Buy