Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$304K Sell
2023
Q3
$303K Buy
2023
Q2
$204K Sell
2023
Q1
$229K Buy
2022
Q4
$40K Buy
2022
Q3
$51K Hold
2022
Q2
$65K Sell
2022
Q1
$1.22M Buy
2019
Q3
Sell
2019
Q2
$759K Buy
2019
Q1
Sell
2018
Q4
$757K Buy
2018
Q3
$1.08M Hold
2018
Q2
$945K Hold
2018
Q1
$911K Buy
2017
Q4
$614K Buy