Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$231K Sell
2023
Q4
$405K Buy
2019
Q3
Sell
2019
Q2
$840K Buy
2018
Q2
Sell
2018
Q1
$511K Sell
2017
Q4
$1.21M Sell
2017
Q3
$1.47M Sell
2017
Q2
$1.67M Buy
2017
Q1
$696K Buy
2016
Q4
$149K Buy