Q3  2024 |
≡ |
FPA Queens Road Small Cap Value Fund |
Add 45.54% |
4,300 |
0.17 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.41% |
323 |
0.00 |
Q2  2024 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 13.98% |
11,484 |
0.31 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.94% |
731 |
0.01 |
Q1  2024 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 5.66% |
4,399 |
0.10 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.97% |
1,503 |
0.01 |
Q4  2023 |
≡ |
Mairs & Power Growth Fund |
Reduce 3.47% |
17,000 |
0.09 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.58% |
440 |
0.01 |
≡ |
FPA Queens Road Small Cap Value Fund |
Reduce 2.48% |
240 |
0.01 |
Q3  2023 |
≡ |
FPA Queens Road Small Cap Value Fund |
Add 18.15% |
1,487 |
0.07 |
≡ |
Mairs & Power Growth Fund |
Reduce 2.00% |
10,000 |
0.06 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.31% |
237 |
0.00 |
Q2  2023 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 16.20% |
15,034 |
0.40 |
≡ |
Francois Rochon - Giverny Capital |
Add 8.47% |
5,920 |
0.09 |
Q1  2023 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 3.73% |
3,593 |
0.09 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.64% |
446 |
0.01 |
Q4  2022 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.73% |
513 |
0.01 |
Q3  2022 |
≡ |
Mairs & Power Growth Fund |
Add 4.17% |
20,000 |
0.09 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.08% |
749 |
0.01 |
Q2  2022 |
≡ |
Francois Rochon - Giverny Capital |
Add 2397.44% |
66,409 |
1.11 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 23.76% |
18,504 |
0.43 |
≡ |
Mairs & Power Growth Fund |
Add 1.82% |
8,596 |
0.05 |
Q1  2022 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 15.44% |
10,415 |
0.21 |
Q4  2021 |
≡ |
Mairs & Power Growth Fund |
Add 4.90% |
22,000 |
0.12 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 5.24% |
3,733 |
0.08 |
Q3  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
4,277 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.65% |
18 |
0.00 |
Q2  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Add 45.18% |
1,331 |
0.00 |
Q1  2021 |
≡ |
FPA Queens Road Small Cap Value Fund |
Add 114.92% |
4,382 |
0.28 |
≡ |
Mairs & Power Growth Fund |
Add 3.45% |
15,000 |
0.08 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
2,946 |
0.01 |
Q4  2020 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 95.15% |
54,713 |
0.98 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 29.92% |
30,400 |
0.68 |
≡ |
FPA Queens Road Small Cap Value Fund |
Buy |
3,813 |
0.68 |
≡ |
Robert Olstein - Olstein Capital Management |
Sell 100.00% |
17,600 |
0.57 |
≡ |
Mairs & Power Growth Fund |
Add 16.93% |
62,904 |
0.33 |
Q3  2020 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 21.60% |
4,850 |
0.16 |
≡ |
Mairs & Power Growth Fund |
Add 2.06% |
7,500 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 1.27% |
741 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
2,622 |
0.01 |
Q2  2020 |
≡ |
Mairs & Power Growth Fund |
Add 2.82% |
10,000 |
0.04 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.56% |
328 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
2,622 |
0.01 |
≡ |
Polen Capital Management |
Sell 100.00% |
5,963 |
0.00 |
Q1  2020 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 49.67% |
57,800 |
0.99 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 17.80% |
22,000 |
0.35 |
≡ |
Mairs & Power Growth Fund |
Add 16.45% |
50,000 |
0.19 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 6.07% |
1,450 |
0.04 |
≡ |
Polen Capital Management |
Add 10.36% |
560 |
0.00 |
Q4  2019 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 14.64% |
4,100 |
0.12 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 3.06% |
3,900 |
0.06 |
≡ |
Mairs & Power Growth Fund |
Add 3.40% |
10,000 |
0.04 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.48% |
1,699 |
0.03 |
≡ |
Polen Capital Management |
Add 15.57% |
728 |
0.00 |
Q3  2019 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 31.46% |
6,700 |
0.19 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 7.05% |
8,400 |
0.12 |
≡ |
Mairs & Power Growth Fund |
Add 7.30% |
20,000 |
0.08 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.48% |
551 |
0.01 |
≡ |
Polen Capital Management |
Add 1.52% |
70 |
0.00 |
Q2  2019 |
≡ |
Robert Olstein - Olstein Capital Management |
Buy |
21,300 |
0.61 |
≡ |
Mairs & Power Growth Fund |
Add 15.86% |
37,500 |
0.15 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.90% |
5,330 |
0.10 |
≡ |
Polen Capital Management |
Add 7.59% |
325 |
0.00 |
Q1  2019 |
≡ |
Mairs & Power Growth Fund |
Add 31.39% |
56,500 |
0.24 |
≡ |
Francois Rochon - Giverny Capital |
Add 7.41% |
7,508 |
0.16 |
Q4  2018 |
≡ |
John Rogers - Ariel Appreciation Fund |
Buy |
119,100 |
1.68 |
≡ |
Mairs & Power Growth Fund |
Add 55.17% |
64,000 |
0.28 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.80% |
817 |
0.02 |
Q3  2018 |
≡ |
Mairs & Power Growth Fund |
Add 110.91% |
61,000 |
0.27 |
≡ |
Francois Rochon - Giverny Capital |
Add 11.78% |
10,761 |
0.24 |
Q2  2018 |
≡ |
Francois Rochon - Giverny Capital |
Add 5897.24% |
89,815 |
2.66 |
Q1  2018 |
≡ |
Mairs & Power Growth Fund |
Buy |
55,000 |
0.26 |