Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$406K Sell
2023
Q4
$466K Buy
2023
Q3
$317K Buy
2023
Q2
$206K Sell
2023
Q1
$201K Buy
2022
Q2
Sell
2022
Q1
$371K Sell
2021
Q4
$1.74M Buy
2021
Q3
$1.03M Sell
2021
Q2
$1.53M Sell
2021
Q1
$1.41M Buy
2020
Q4
$1.04M Buy
2020
Q3
$382K Sell
2020
Q2
$373K Buy
2020
Q1
Sell
2019
Q4
$305K Buy
2019
Q3
$217K Buy