Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Hold
2024
Q1
Hold
2023
Q4
Hold
2023
Q3
Hold
2023
Q1
Hold
2022
Q4
Hold
2022
Q1
Sell
2021
Q4
$341K Buy
2019
Q4
Sell
2019
Q3
$364K Buy
2019
Q1
Hold
2018
Q4
Sell
2018
Q3
$1.99M Buy
2018
Q2
$302K Buy