Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$275K Buy
2023
Q4
$273K Sell
2023
Q3
$278K Buy
2022
Q2
Sell
2022
Q1
$227K Buy
2021
Q4
$219K Buy
2020
Q1
Sell
2019
Q4
$301K Hold
2019
Q3
$301K Sell
2019
Q2
$475K Sell
2019
Q1
$455K Buy
2018
Q4
$354K Sell
2018
Q3
$399K Buy
2018
Q1
Sell
2017
Q4
$211K Buy