Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$296K Buy
2020
Q4
Sell
2020
Q3
$237K Buy
2017
Q2
Sell
2017
Q1
$1.22M Buy
2016
Q2
Sell
2016
Q1
$306K Buy
2015
Q3
Sell
2015
Q2
$349K Buy
2015
Q1
Sell
2014
Q4
$329K Buy
2013
Q4
Sell
2013
Q3
$343K Buy
2013
Q2
Hold