Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$332K Sell
2024
Q2
$247K Sell
2024
Q1
$438K Sell
2023
Q4
$463K Buy
2023
Q3
$398K Sell
2023
Q2
$502K Buy
2023
Q1
$456K Buy
2022
Q2
Sell
2022
Q1
$279K Sell
2021
Q4
$1.71M Buy
2021
Q3
$2.07M Sell
2021
Q2
$2.52M Buy
2021
Q1
$2.1M Buy
2020
Q4
$1.9M Buy
2020
Q3
$1.3M Buy
2020
Q2
$784K Buy
2020
Q1
$426K Sell
2019
Q4
$529K Buy