Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$491K Sell
2023
Q4
$3.61M Sell
2023
Q3
$3.97M Buy
2023
Q2
$3.23M Sell
2023
Q1
$5.12M Buy
2022
Q4
$2.65M Buy
2022
Q3
$894K Buy
2022
Q2
Sell
2022
Q1
$147K Sell
2021
Q4
$136K Sell
2021
Q3
$313K Buy
2014
Q4
Sell
2014
Q3
$6K Sell
2014
Q2
$73K Buy
2014
Q1
$70K Sell
2013
Q4
$124K Buy