Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$278K Sell
2024
Q2
$254K Sell
2024
Q1
$377K Sell
2023
Q4
$392K Sell
2023
Q3
$357K Buy
2023
Q2
$365K Sell
2023
Q1
$417K Buy
2022
Q4
$372K Sell
2022
Q3
$388K Sell
2022
Q2
$532K Buy
2022
Q1
$541K Buy
2021
Q4
$442K Sell
2021
Q3
$489K Buy
2021
Q2
$509K Buy
2021
Q1
$478K Buy
2020
Q4
$422K Buy
2020
Q3
$386K Buy
2020
Q2
$352K Buy
2020
Q1
$317K Buy
2019
Q4
$298K Buy