Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$29.3K Sell
2023
Q4
$177K Buy
2023
Q3
$150K Sell
2023
Q2
$207K Hold
2023
Q1
$216K Hold
2022
Q4
$212K Hold
2022
Q3
$202K Sell
2022
Q2
$258K Sell
2022
Q1
$303K Sell
2021
Q4
$447K Buy
2017
Q2
Sell
2017
Q1
$442K Sell
2016
Q4
$605K Sell
2016
Q3
$685K Buy
2016
Q2
$613K Buy