Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$365K Buy
2024
Q1
Sell
2023
Q4
$304K Sell
2023
Q3
$387K Sell
2023
Q2
$372K Buy
2023
Q1
$313K Buy
2022
Q4
$246K Buy
2021
Q1
Sell
2020
Q4
$252K Buy
2020
Q2
Sell
2020
Q1
$1K Buy
2019
Q1
Sell
2018
Q4
$10K Buy