Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$214K Buy
2024
Q1
Sell
2023
Q4
$234K Buy
2023
Q2
Sell
2023
Q1
$265K Buy
2022
Q4
$206K Hold
2022
Q3
$201K Sell
2022
Q2
$296K Hold
2022
Q1
$392K Buy
2021
Q4
$392K Buy
2021
Q3
$374K Hold
2021
Q2
$394K Sell
2021
Q1
$487K Sell
2020
Q4
$404K Buy
2020
Q3
$406K Buy
2020
Q2
$457K Buy
2020
Q1
$359K Sell
2019
Q4
$399K Buy