Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$202K Sell
2023
Q3
$824K Sell
2023
Q2
$1.1M Sell
2023
Q1
$1.19M Sell
2022
Q4
$1.17M Sell
2022
Q3
$1.02M Buy
2022
Q2
$1.19M Buy
2022
Q1
$1.28M Sell
2021
Q4
$1.75M Buy
2021
Q3
$1.58M Sell
2021
Q2
$1.49M Sell
2021
Q1
$1.49M Buy
2020
Q4
$1.15M Buy
2020
Q3
$434K Buy
2020
Q2
$294K Buy
2020
Q1
$4K Buy
2019
Q4
Sell
2019
Q3
$208K Buy