Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$376K Hold
2024
Q2
$589K Hold
2024
Q1
$394K Sell
2023
Q4
$327K Buy
2015
Q4
Sell
2015
Q3
$47K Hold
2015
Q2
$51K Sell
2015
Q1
$71K Hold
2014
Q4
$67K Buy
2014
Q3
$76K Buy
2014
Q2
$53K Buy
2013
Q4
Sell
2013
Q3
$48K Sell
2013
Q2
$70K Buy