Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$2.36M Sell
2023
Q2
$3.12M Sell
2023
Q1
$4.24M Buy
2022
Q4
$1.86M Buy
2022
Q3
$1.03M Buy
2022
Q2
Sell
2022
Q1
$1.16M Buy
2021
Q4
$924K Buy
2021
Q3
$544K Buy
2015
Q2
Sell
2015
Q1
$4.12M Hold
2014
Q4
$4.11M Sell
2014
Q3
$7.08M Sell
2014
Q2
$21.5M Hold
2014
Q1
$20.3M Hold
2013
Q4
$21M Hold
2013
Q3
$17.9M Buy
2013
Q2
$7.65M Buy