Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$220K Hold
2024
Q2
$210K Sell
2024
Q1
$233K Buy
2023
Q4
Sell
2023
Q3
$212K Sell
2023
Q2
$256K Buy
2023
Q1
$229K Buy
2022
Q4
$252K Buy
2020
Q3
Sell
2020
Q2
$371K Buy
2020
Q1
$282K Sell
2019
Q4
$479K Buy
2019
Q1
Sell
2018
Q4
$3.54M Buy
2018
Q3
$1.99M Buy
2018
Q2
$1.62M Sell
2018
Q1
$1.61M Buy
2017
Q4
$1.56M Buy
2017
Q3
$1.31M Buy