Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$287K Sell
2024
Q2
$277K Sell
2024
Q1
$278K Sell
2023
Q4
$285K Sell
2023
Q3
$277K Hold
2023
Q2
$265K Buy
2023
Q1
$245K Buy
2022
Q4
$226K Sell
2022
Q3
$209K Buy
2022
Q2
Sell
2022
Q1
$205K Buy
2020
Q1
Sell
2019
Q4
$246K Buy
2019
Q3
$249K Buy
2019
Q2
$243K Sell
2019
Q1
$304K Buy
2018
Q4
$238K Buy
2018
Q3
$229K Buy