Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$249K Sell
2023
Q3
$226K Buy
2023
Q2
$207K Buy
2022
Q3
Sell
2022
Q2
$206K Sell
2022
Q1
$1.13M Buy
2021
Q4
$1.2M Buy
2021
Q3
$1.19M Buy
2021
Q2
$881K Sell
2021
Q1
$1.42M Buy
2020
Q4
$1M Buy
2020
Q3
$308K Buy
2020
Q2
$276K Sell
2020
Q1
$294K Sell
2019
Q4
$336K Buy