Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$300K Sell
2024
Q1
$322K Sell
2023
Q4
$273K Sell
2023
Q3
$244K Sell
2023
Q2
$320K Sell
2023
Q1
$377K Sell
2022
Q4
$486K Sell
2022
Q3
$449K Buy
2022
Q2
$341K Sell
2022
Q1
$404K Buy
2021
Q4
$314K Buy
2020
Q2
Sell
2020
Q1
$123K Buy