Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$246K Hold
2024
Q1
$232K Buy
2020
Q3
Sell
2020
Q2
$331K Sell
2020
Q1
$264K Hold
2019
Q4
$325K Hold
2019
Q3
$292K Buy
2019
Q2
Sell
2019
Q1
$19K Buy