Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$34K Buy
2023
Q1
Hold
2022
Q4
Sell
2022
Q3
$160K Hold
2022
Q2
$184K Hold
2022
Q1
$191K Sell
2021
Q4
$411K Buy
2021
Q3
$206K Sell
2021
Q2
$341K Sell
2021
Q1
$411K Buy
2020
Q4
$258K Buy
2020
Q3
$166K Sell
2020
Q2
$590K Buy
2020
Q1
Sell
2019
Q4
$104K Buy
2017
Q2
Hold
2017
Q1
Hold