Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$431K Sell
2024
Q1
$462K Hold
2023
Q4
$424K Buy
2023
Q3
$151K Sell
2023
Q2
$185K Hold
2023
Q1
$154K Buy
2017
Q2
Sell
2017
Q1
$1.54M Hold
2016
Q4
$1.64M Sell
2016
Q3
$1.66M Buy
2016
Q2
$1.13M Hold
2016
Q1
$1.13M Buy
2015
Q4
$1.17M Buy