Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$119K Buy
2023
Q1
Sell
2022
Q4
$96K Sell
2022
Q3
$193K Sell
2022
Q2
$280K Hold
2022
Q1
$364K Buy
2021
Q4
$377K Buy
2021
Q3
$396K Hold
2021
Q2
$502K Buy
2021
Q1
$363K Sell
2020
Q4
$486K Sell
2020
Q3
$1.73M Sell
2020
Q2
$1.1M Buy
2020
Q1
$384K Sell
2019
Q4
$844K Buy
2019
Q3
$760K Buy