Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$263K Buy
2023
Q4
$299K Sell
2023
Q3
$221K Hold
2023
Q2
$207K Sell
2023
Q1
$270K Sell
2022
Q4
$228K Sell
2022
Q3
$228K Buy
2022
Q2
$330K Buy
2022
Q1
$437K Buy
2021
Q4
$453K Buy
2021
Q3
$460K Buy
2021
Q2
$478K Sell
2021
Q1
$564K Sell
2020
Q4
$458K Sell
2020
Q3
$507K Sell
2020
Q2
$591K Buy
2020
Q1
$534K Buy
2019
Q4
$589K Buy