Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$325K Sell
2024
Q2
$538K Buy
2024
Q1
$525K Buy
2023
Q4
$297K Hold
2023
Q3
$273K Buy
2023
Q2
$291K Buy
2023
Q1
$264K Buy
2022
Q4
$230K Buy
2021
Q1
Sell
2020
Q4
$573K Sell
2020
Q3
$499K Buy
2020
Q2
$431K Buy
2017
Q1
Sell
2016
Q4
$1.4M Sell
2016
Q3
$1.45M Sell
2016
Q2
$1.3M Buy
2016
Q1
$1.43M Buy
2015
Q4
$1.19M Sell
2015
Q3
$1.11M Buy
2015
Q2
$1.11M Buy