Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$225K Sell
2023
Q3
$280K Buy
2023
Q2
$271K Buy
2020
Q2
Sell
2020
Q1
$62K Sell
2019
Q4
$307K Sell
2019
Q3
$526K Buy
2019
Q2
$606K Buy
2019
Q1
$566K Buy
2018
Q4
$193K Buy
2018
Q3
$2K Buy