Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$307K Sell
2024
Q2
$390K Buy
2023
Q3
Sell
2023
Q2
$512K Buy
2020
Q1
Sell
2019
Q4
$2.18M Buy
2017
Q4
Sell
2017
Q3
$284K Buy
2017
Q1
Sell
2016
Q4
$2K Buy
2015
Q2
Sell
2015
Q1
$11K Sell
2014
Q4
$268K Buy
2014
Q3
$241K Buy
2014
Q1
Sell
2013
Q4
$169K Buy