Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$236K Sell
2024
Q2
$300K Sell
2024
Q1
$269K Buy
2022
Q3
Sell
2022
Q2
$207K Sell
2022
Q1
$249K Buy
2021
Q4
$238K Buy
2019
Q4
Sell
2019
Q3
$899K Buy
2019
Q2
$291K Sell
2019
Q1
$292K Sell
2018
Q4
$316K Buy
2018
Q3
$364K Sell
2018
Q2
$355K Buy
2018
Q1
$332K Buy
2017
Q4
$267K Buy