Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$332K Sell
2024
Q1
$445K Hold
2023
Q4
$392K Buy
2023
Q3
$336K Buy
2023
Q2
$328K Hold
2023
Q1
$309K Hold
2022
Q4
$264K Hold
2022
Q3
$214K Buy
2022
Q2
Sell
2022
Q1
$238K Buy
2018
Q4
Sell
2018
Q3
$1.05M Buy
2018
Q2
$997K Sell
2018
Q1
$1M Buy
2017
Q4
$985K Buy
2016
Q1
Sell
2015
Q4
$16K Buy