Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$382K Buy
2023
Q4
$217K Sell
2023
Q3
$241K Sell
2023
Q2
$536K Buy
2023
Q1
$665K Buy
2022
Q4
Sell
2022
Q3
$238K Buy
2022
Q2
$370K Buy
2022
Q1
$481K Sell
2021
Q4
$809K Sell
2021
Q3
$961K Sell
2021
Q2
$1.12M Buy
2021
Q1
$612K Buy
2020
Q4
$555K Buy
2020
Q3
$466K Buy
2020
Q2
$430K Sell
2020
Q1
$292K Buy
2019
Q4
$205K Buy