Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$1.57M Sell
2024
Q1
$1.38M Hold
2023
Q4
$1.59M Sell
2023
Q3
$1.92M Buy
2023
Q2
$2.2M Buy
2023
Q1
$2.48M Sell
2022
Q4
$2.4M Sell
2022
Q3
$2.79M Buy
2022
Q2
$3.96M Sell
2022
Q1
$5.27M Buy
2021
Q4
$4.11M Sell
2021
Q3
$3.61M Buy
2021
Q2
$4.18M Buy
2021
Q1
$3.97M Buy
2014
Q1
Sell
2013
Q4
$261K Sell
2013
Q3
$515K Buy
2013
Q2
$549K Buy