Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$207K Buy
2023
Q3
Sell
2023
Q2
$467K Sell
2023
Q1
$760K Sell
2022
Q4
$895K Sell
2022
Q3
$1.07M Buy
2022
Q2
$537K Sell
2022
Q1
$1.22M Buy
2021
Q4
$1.47M Buy
2021
Q3
$1.29M Buy
2021
Q2
$890K Sell
2021
Q1
$898K Buy
2020
Q4
$621K Buy
2020
Q3
$392K Sell
2020
Q2
$350K Buy
2019
Q4
Sell
2019
Q3
$277K Buy
2019
Q2
$259K Buy
2019
Q1
$234K Buy