Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$288K Sell
2024
Q2
$298K Sell
2024
Q1
$321K Buy
2023
Q4
$335K Buy
2023
Q3
$289K Sell
2023
Q2
$267K Buy
2023
Q1
$258K Buy
2022
Q4
$261K Sell
2022
Q3
$207K Sell
2022
Q2
$240K Buy
2022
Q1
$237K Sell
2021
Q4
$230K Buy
2021
Q3
$204K Buy
2014
Q4
Sell
2014
Q3
$246K Sell
2014
Q2
$294K Buy