Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$260K Sell
2024
Q3
$231K Buy
2020
Q1
Sell
2019
Q4
$216K Buy
2019
Q3
$214K Buy
2019
Q2
$216K Buy
2019
Q1
$229K Sell
2018
Q4
$237K Sell
2018
Q3
$295K Sell
2018
Q2
$258K Sell
2018
Q1
$290K Sell
2017
Q4
$266K Buy