Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$332K Buy
2018
Q4
Sell
2018
Q3
$220K Buy
2017
Q4
Sell
2017
Q3
$212K Hold
2017
Q2
$205K Hold
2017
Q1
$183K Sell
2016
Q4
$195K Sell
2016
Q3
$209K Hold
2016
Q2
$239K Hold
2016
Q1
$243K Sell
2015
Q4
$323K Buy
2015
Q3
$273K Buy
2015
Q2
$244K Buy