Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$403K Sell
2023
Q4
$897K Sell
2023
Q3
$1.61M Buy
2023
Q2
$1.26M Buy
2023
Q1
Sell
2022
Q4
$552K Hold
2022
Q3
$613K Buy
2021
Q4
Sell
2021
Q3
$245K Buy
2015
Q1
Sell
2014
Q4
$286K Sell
2014
Q3
$451K Sell
2014
Q2
$641K Sell
2014
Q1
$2.51M Sell
2013
Q4
$3.16M Sell
2013
Q3
$3.57M Sell
2013
Q2
$3.71M Buy