Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$230K Buy
2024
Q1
$242K Hold
2023
Q4
$205K Buy
2021
Q1
Sell
2020
Q4
$221K Sell
2020
Q3
$247K Sell
2020
Q2
$292K Buy
2020
Q1
$236K Sell
2019
Q4
$324K Hold
2019
Q3
$286K Sell
2019
Q2
$268K Sell
2019
Q1
$312K Sell
2018
Q4
$247K Sell
2018
Q3
$270K Buy
2018
Q2
$281K Sell
2018
Q1
$256K Sell
2017
Q4
$226K Buy