Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$314K Buy
2024
Q1
$319K Buy
2023
Q4
$305K Buy
2023
Q3
$215K Buy
2023
Q2
$238K Buy
2023
Q1
$218K Sell
2022
Q4
$232K Sell
2022
Q3
$230K Buy
2022
Q2
$204K Sell
2022
Q1
$231K Buy
2021
Q4
$229K Buy
2014
Q2
$556K Hold
2014
Q1
$535K Sell
2013
Q4
$538K Hold
2013
Q3
$516K Sell
2013
Q2
$558K Buy