Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$24K Hold
2023
Q4
$25K Hold
2023
Q3
$22.7K Hold
2023
Q2
$24.3K Hold
2023
Q1
$25.2K Hold
2022
Q4
$26K Hold
2022
Q3
$25K Sell
2022
Q2
$113K Hold
2022
Q1
$126K Hold
2021
Q4
$99K Buy
2017
Q1
Sell
2016
Q4
$204K Sell
2016
Q3
$226K Buy
2016
Q2
$223K Hold
2016
Q1
$203K Sell
2015
Q4
$210K Hold
2015
Q3
$216K Sell
2015
Q2
$225K Sell
2015
Q1
$256K Buy