Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$223K Buy
2018
Q2
Sell
2018
Q1
$217K Hold
2017
Q4
$217K Hold
2017
Q3
$205K Sell
2017
Q2
$417K Hold
2017
Q1
$472K Hold
2016
Q4
$450K Buy