Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$235K Sell
2024
Q1
$282K Sell
2023
Q4
$867K Buy
2023
Q3
$748K Buy
2023
Q2
$475K Sell
2023
Q1
$395K Buy
2016
Q1
Sell
2015
Q4
$207K Sell
2015
Q3
$222K Buy