Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$57K Sell
2023
Q3
$215K Sell
2023
Q2
$198K Sell
2023
Q1
$198K Sell
2022
Q4
$190K Buy
2021
Q2
Sell
2021
Q1
$49K Buy
2017
Q4
Sell
2017
Q3
$279K Buy