Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$393K Sell
2024
Q3
$451K Sell
2024
Q2
$655K Hold
2024
Q1
$655K Sell
2023
Q4
$519K Buy
2023
Q3
$459K Sell
2023
Q2
$435K Buy
2018
Q4
Sell
2018
Q3
$215K Sell
2018
Q2
$202K Buy
2018
Q1
$201K Sell
2017
Q4
$214K Sell
2017
Q3
$209K Buy