Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$233K Sell
2024
Q1
$294K Sell
2023
Q4
$311K Sell
2023
Q3
$244K Sell
2023
Q2
$273K Sell
2023
Q1
$398K Buy
2022
Q4
$241K Sell
2022
Q3
$391K Sell
2022
Q2
$364K Sell
2022
Q1
$632K Buy
2021
Q4
$713K Buy
2021
Q3
$589K Sell
2021
Q2
$569K Sell
2021
Q1
$668K Buy
2020
Q4
$305K Buy
2020
Q2
Sell
2020
Q1
$2K Buy