Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$98.9K Buy
2023
Q3
Sell
2023
Q2
$100K Buy
2022
Q3
Sell
2022
Q2
$136K Buy
2022
Q1
Sell
2021
Q4
$222K Buy
2021
Q3
Sell
2021
Q2
$216K Buy
2019
Q4
Sell
2019
Q3
$2.77M Hold
2019
Q2
$2.48M Hold
2019
Q1
$2.48M Sell
2018
Q4
$2.19M Hold
2018
Q3
$2.51M Hold
2018
Q2
$2.36M Sell
2018
Q1
$2.06M Buy