Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$376K Hold
2024
Q1
$364K Hold
2023
Q4
$288K Hold
2023
Q3
$241K Hold
2023
Q2
$255K Sell
2023
Q1
$250K Sell
2022
Q4
$209K Buy
2022
Q2
Sell
2022
Q1
$223K Hold
2021
Q4
$281K Hold
2021
Q3
$271K Buy
2020
Q4
Sell
2020
Q3
$217K Buy
2018
Q4
Sell
2018
Q3
$180K Hold
2018
Q2
$169K Sell
2018
Q1
$157K Buy