Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$455K Buy
2024
Q3
$472K Buy
2024
Q2
$360K Hold
2024
Q1
$360K Buy
2023
Q4
$346K Sell
2023
Q3
$332K Sell
2023
Q2
$339K Buy
2023
Q1
$247K Hold
2022
Q4
$271K Buy
2020
Q1
Sell
2019
Q4
$312K Sell
2019
Q3
$311K Sell
2019
Q2
$360K Sell
2019
Q1
$358K Sell
2018
Q4
$332K Buy
2018
Q3
$215K Buy