Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$400K Buy
2023
Q2
Sell
2023
Q1
$1K Buy
2022
Q4
Hold
2018
Q1
Sell
2017
Q4
$124K Buy
2017
Q3
Sell
2017
Q2
$40K Buy