Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$549K Sell
2024
Q2
$511K Sell
2024
Q1
$696K Hold
2023
Q4
$668K Buy
2019
Q3
Sell
2019
Q2
$270K Buy
2019
Q1
$203K Sell
2018
Q4
$251K Buy