Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$399K Hold
2023
Q4
$338K Sell
2023
Q3
$395K Sell
2023
Q2
$539K Buy
2023
Q1
$443K Buy
2022
Q4
$350K Buy
2022
Q3
$2K Buy
2022
Q2
$0 Buy
2016
Q4
Sell
2016
Q3
$256K Buy
2016
Q1
Sell
2015
Q4
$536K Buy
2015
Q3
Sell
2015
Q2
$708K Sell
2015
Q1
$1.28M Buy