Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$401K Sell
2024
Q1
$532K Hold
2023
Q4
$466K Sell
2023
Q3
$538K Buy
2023
Q2
$442K Buy
2023
Q1
$384K Hold
2022
Q4
$397K Sell
2022
Q3
$331K Sell
2022
Q2
$358K Sell
2022
Q1
$651K Buy
2021
Q4
$505K Buy
2014
Q2
$457K Hold
2014
Q1
$424K Sell
2013
Q4
$417K Buy
2013
Q3
$331K Hold
2013
Q2
$257K Buy