Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$832K Buy
2019
Q3
Sell
2019
Q2
$494K Sell
2019
Q1
$728K Buy
2018
Q4
$403K Buy
2018
Q3
$526K Buy
2018
Q2
$453K Buy
2018
Q1
$211K Hold
2017
Q4
$220K Buy
2017
Q3
$186K Buy
2015
Q3
Sell
2015
Q2
$141K Sell
2015
Q1
$157K Buy
2014
Q4
Sell
2014
Q3
$151K Buy