Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$8K Sell
2023
Q3
$6K Buy
2019
Q2
Sell
2019
Q1
$26K Buy
2018
Q4
$23K Buy
2018
Q3
$24K Buy
2014
Q4
Sell
2014
Q3
$73K Sell
2014
Q2
$85K Sell
2014
Q1
$82K Buy
2013
Q4
$47K Sell
2013
Q3
$78K Buy