Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$601K Sell
2024
Q2
$1.23M Buy
2022
Q1
Sell
2021
Q4
$220K Sell
2021
Q3
$371K Sell
2021
Q2
$467K Buy
2020
Q2
Sell
2020
Q1
$1.3M Buy
2018
Q3
Sell
2018
Q2
$2.23M Buy
2017
Q2
Sell
2017
Q1
$50K Buy
2015
Q1
Sell
2014
Q4
$69K Buy