Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$301K Sell
2023
Q3
$357K Sell
2023
Q2
$375K Sell
2023
Q1
$377K Sell
2022
Q4
$351K Hold
2022
Q3
$355K Hold
2022
Q2
$411K Sell
2022
Q1
$508K Sell
2021
Q4
$660K Buy
2021
Q3
$479K Buy
2021
Q2
$406K Buy
2021
Q1
$330K Buy
2020
Q4
$338K Buy
2020
Q3
$276K Buy
2020
Q2
Sell
2020
Q1
$847K Buy