Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$10.2M Sell
2023
Q2
$9.11M Buy
2023
Q1
$5.49M Buy
2020
Q4
Sell
2020
Q3
$15.8M Buy
2020
Q2
$14.7M Buy
2020
Q1
$5.93M Buy
2019
Q3
Sell
2019
Q2
$1.59M Sell
2019
Q1
$5.3M Buy
2016
Q3
Hold
2016
Q2
Hold
2014
Q3
Sell
2014
Q2
$438K Buy
2014
Q1
$296K Buy
2013
Q4
Sell
2013
Q3
$409K Buy