Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$404K Sell
2023
Q4
$373K Buy
2023
Q3
$364K Buy
2023
Q2
$320K Buy
2023
Q1
$215K Sell
2022
Q4
$204K Buy
2019
Q4
Sell
2019
Q3
$293K Sell
2019
Q2
$337K Buy
2019
Q1
$348K Buy
2018
Q4
$295K Buy