Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$69K Sell
2023
Q3
$53K Sell
2023
Q2
$127K Sell
2023
Q1
$123K Hold
2022
Q4
$88K Hold
2022
Q3
$103K Hold
2022
Q2
$82K Buy
2018
Q3
Sell
2018
Q2
$788K Hold
2018
Q1
$705K Buy
2015
Q4
Sell
2015
Q3
$11K Sell
2015
Q2
$723K Sell
2015
Q1
$718K Buy
2014
Q4
$461K Buy