Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$217K Sell
2023
Q4
$262K Hold
2023
Q3
$292K Hold
2023
Q2
$311K Buy
2021
Q1
Sell
2020
Q4
$1.18M Hold
2020
Q3
$1.15M Buy
2020
Q2
$1.04M Hold
2020
Q1
$888K Sell
2019
Q4
$2.02M Hold
2019
Q3
$1.87M Hold
2019
Q2
$1.87M Hold
2019
Q1
$1.65M Buy
2018
Q4
$1.25M Hold
2018
Q3
$1.32M Hold
2018
Q2
$1.18M Hold
2018
Q1
$1.21M Hold
2017
Q4
$1.15M Hold
2017
Q3
$1.26M Hold
2017
Q2
$1.14M Hold
2017
Q1
$1.02M Buy
2016
Q4
$112K Buy