Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$227K Sell
2023
Q4
$251K Buy
2023
Q3
$203K Buy
2023
Q2
$230K Buy
2023
Q1
Sell
2022
Q4
$1.78M Buy
2022
Q3
$1.36M Buy
2022
Q2
$983K Buy
2022
Q1
$865K Buy
2021
Q4
$1.01M Buy
2014
Q2
$240K Sell
2014
Q1
$252K Buy
2013
Q4
$228K Sell
2013
Q3
$206K Buy