Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$243K Hold
2024
Q3
$212K Hold
2024
Q2
$202K Hold
2024
Q1
$215K Sell
2023
Q4
$211K Buy
2015
Q1
Sell
2014
Q4
$398K Buy
2014
Q3
Sell
2014
Q2
$323K Buy
2014
Q1
Sell
2013
Q4
$333K Buy
2013
Q3
$285K Hold
2013
Q2
$276K Buy