Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$324K Sell
2023
Q4
$714K Buy
2023
Q3
$225K Buy
2022
Q3
Sell
2022
Q2
$213K Buy
2019
Q2
Sell
2019
Q1
$2.22M Buy
2017
Q3
Sell
2017
Q2
$754K Buy
2017
Q1
$366K Buy
2016
Q2
Sell
2016
Q1
$486K Buy
2014
Q4
Sell
2014
Q3
$355K Buy
2014
Q2
Sell
2014
Q1
$348K Buy