Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$449K Buy
2024
Q2
$301K Buy
2024
Q1
$285K Sell
2023
Q4
$307K Buy
2023
Q3
$263K Buy
2023
Q2
$206K Buy
2023
Q1
$193K Buy
2017
Q4
Sell
2017
Q3
$1.23M Buy
2017
Q2
$1.18M Sell
2017
Q1
$1.21M Buy
2016
Q4
$1.08M Sell
2016
Q3
$1.11M Sell
2016
Q2
$1.23M Sell
2016
Q1
$1.15M Sell
2015
Q4
$1.11M Buy
2015
Q3
$1.02M Buy