Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$264K Buy
2023
Q4
Sell
2023
Q3
$215K Buy
2021
Q4
Sell
2021
Q3
$238K Sell
2021
Q2
$269K Buy
2018
Q2
Sell
2018
Q1
$445K Buy
2017
Q2
Sell
2017
Q1
$339K Buy
2016
Q3
Sell
2016
Q2
$303K Buy
2015
Q2
Sell
2015
Q1
$540K Buy