Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$1K Hold
2023
Q3
$1K Hold
2023
Q2
$2K Sell
2023
Q1
$9K Sell
2022
Q4
$58K Sell
2022
Q3
$303K Buy
2022
Q2
$263K Buy
2022
Q1
$29K Sell
2021
Q4
$62K Sell
2021
Q3
$108K Buy
2021
Q2
$3K Sell
2021
Q1
$44K Buy
2020
Q4
$9K Buy
2016
Q1
Sell
2015
Q4
$2K Buy