Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$412K Buy
2023
Q4
$298K Buy
2023
Q3
$209K Sell
2023
Q2
$217K Buy
2022
Q3
Sell
2022
Q2
$224K Sell
2022
Q1
$251K Sell
2021
Q4
$542K Buy
2021
Q3
$690K Buy
2021
Q2
$947K Sell
2021
Q1
$987K Buy
2020
Q4
$779K Sell
2020
Q3
$1.73M Sell
2020
Q2
$1.12M Sell
2020
Q1
$2.88M Buy