Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$420K Hold
2024
Q1
$445K Sell
2023
Q4
$394K Sell
2023
Q3
$298K Sell
2023
Q2
$346K Sell
2023
Q1
$413K Buy
2022
Q4
$282K Sell
2022
Q3
$439K Sell
2022
Q2
$347K Sell
2022
Q1
$606K Buy
2021
Q4
$698K Sell
2021
Q3
$789K Sell
2021
Q2
$891K Sell
2021
Q1
$1.09M Sell
2020
Q4
$1.12M Buy
2020
Q3
$743K Buy
2020
Q2
$524K Buy
2020
Q1
$442K Buy
2019
Q4
$370K Sell
2019
Q3
$408K Buy