Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$278K Buy
2024
Q1
$203K Buy
2015
Q4
Sell
2015
Q3
$697K Buy
2015
Q2
$36K Hold
2015
Q1
$40K Sell
2014
Q4
$208K Buy