Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$2.85M Buy
2024
Q2
Sell
2024
Q1
$649K Sell
2023
Q4
$26.7M Buy
2023
Q3
$23.4M Buy
2022
Q3
Sell
2022
Q2
$668K Sell
2022
Q1
$2.47M Buy
2018
Q4
Sell
2018
Q3
$214K Buy
2018
Q2
Sell
2018
Q1
$300K Sell
2017
Q4
$1.62M Buy
2017
Q3
$476K Buy
2017
Q2
$360K Buy
2014
Q4
Sell
2014
Q3
$920K Sell
2014
Q2
$2.26M Buy