Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$222K Hold
2024
Q1
$246K Buy
2019
Q2
Sell
2019
Q1
$310K Sell
2018
Q4
$279K Sell
2018
Q3
$416K Sell
2018
Q2
$412K Sell
2018
Q1
$697K Hold
2017
Q4
$697K Sell
2017
Q3
$762K Sell
2017
Q2
$1.48M Sell
2017
Q1
$1.82M Sell
2016
Q4
$1.96M Sell
2016
Q3
$1.89M Sell
2016
Q2
$1.84M Sell
2016
Q1
$1.86M Sell
2015
Q4
$1.72M Sell
2015
Q3
$1.97M Hold
2015
Q2
$2.21M Hold
2015
Q1
$2.18M Buy
2014
Q4
$2.12M Buy