Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$258K Buy
2023
Q4
$194K Sell
2023
Q3
$246K Buy
2023
Q2
$167K Sell
2023
Q1
$190K Sell
2022
Q4
$250K Sell
2022
Q3
$455K Sell
2022
Q2
$708K Buy
2022
Q1
$1.57M Buy
2021
Q4
$1.44M Buy
2021
Q3
$1.23M Buy
2021
Q2
$1.32M Buy
2021
Q1
$227K Buy
2020
Q3
Sell
2020
Q2
$63K Buy