Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$241K Sell
2024
Q1
$255K Sell
2023
Q4
$261K Sell
2023
Q3
$467K Sell
2023
Q2
$644K Sell
2023
Q1
$650K Buy
2022
Q4
$527K Buy
2022
Q3
$230K Buy
2016
Q3
Sell
2016
Q2
$251 Buy
2016
Q1
$239K Buy
2015
Q4
$193K Buy
2015
Q3
$175K Buy