Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$372K Hold
2024
Q1
$397K Sell
2023
Q4
$1.58M Sell
2023
Q3
$1.59M Hold
2023
Q2
$1.7M Hold
2023
Q1
$1.49M Hold
2022
Q4
$1.23M Buy
2022
Q3
$937K Sell
2022
Q2
$981K Sell
2022
Q1
$1.26M Hold
2021
Q4
$1.67M Hold
2021
Q3
$1.35M Buy
2021
Q2
$1.39M Buy
2021
Q1
$1.3M Hold
2020
Q4
$1.13M Hold
2020
Q3
$1.13M Sell
2020
Q2
$922K Hold
2020
Q1
$727K Hold
2019
Q4
$1.08M Hold
2019
Q3
$1.05M Hold
2019
Q2
$954K Hold
2019
Q1
$783K Hold
2018
Q4
$690K Hold
2018
Q3
$699K Buy