Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$244K Sell
2024
Q1
$352K Sell
2023
Q4
$405K Buy
2023
Q3
$283K Buy
2023
Q2
$260K Sell
2023
Q1
$272K Buy
2022
Q4
$220K Sell
2022
Q3
$222K Buy
2022
Q2
$322K Sell
2022
Q1
$459K Sell
2021
Q4
$551K Sell
2021
Q3
$643K Sell
2021
Q2
$683K Buy
2021
Q1
$726K Sell
2020
Q4
$643K Sell
2020
Q3
$680K Sell
2020
Q2
$803K Sell
2020
Q1
$1.4M Buy
2019
Q4
$838K Buy