Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$217K Buy
2024
Q2
Sell
2024
Q1
$202K Hold
2023
Q4
$239K Buy
2023
Q3
Sell
2023
Q2
$209K Buy
2015
Q3
Sell
2015
Q2
$330K Sell
2015
Q1
$330K Buy
2014
Q4
$277K Hold
2014
Q3
$344K Hold
2014
Q2
$400K Hold
2014
Q1
$396K Buy