Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$412K Buy
2023
Q4
$352K Sell
2023
Q3
$298K Buy
2023
Q2
$268K Sell
2023
Q1
$249K Buy
2022
Q4
$232K Buy
2022
Q1
Sell
2021
Q4
$208K Buy
2020
Q3
Sell
2020
Q2
$56K Buy
2015
Q3
Sell
2015
Q2
$289K Hold
2015
Q1
$289K Sell
2014
Q4
$829K Sell
2014
Q3
$938K Buy
2014
Q2
$955K Buy
2014
Q1
$807K Sell
2013
Q4
$839K Buy