Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$40K Buy
2023
Q2
Sell
2023
Q1
$216K Buy
2021
Q3
Sell
2021
Q2
$63K Sell
2021
Q1
$928K Hold
2020
Q4
$897K Sell
2020
Q3
$721K Sell
2020
Q2
$1.39M Sell
2020
Q1
$1.06M Buy
2019
Q4
$1.11M Sell
2019
Q3
$1.28M Buy
2019
Q2
$1.12M Buy
2019
Q1
$927K Buy
2018
Q4
$201K Buy