Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$3.37M Sell
2023
Q4
$3.02M Sell
2023
Q3
$2.71M Buy
2020
Q2
Sell
2020
Q1
$183K Hold
2019
Q4
$382K Buy
2016
Q1
Sell
2015
Q4
$677K Hold
2015
Q3
$771K Hold
2015
Q2
$621K Sell
2015
Q1
$874K Hold
2014
Q4
$720K Hold
2014
Q3
$482K Hold
2014
Q2
$493K Buy