Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$263K Sell
2024
Q3
$249K Sell
2024
Q2
$227K Buy
2024
Q1
Sell
2023
Q4
$206K Buy
2023
Q3
Sell
2023
Q2
$207K Buy
2022
Q2
Sell
2022
Q1
$365K Sell
2021
Q4
$373K Sell
2021
Q3
$303K Buy
2021
Q2
$293K Buy
2021
Q1
$261K Buy
2020
Q4
$283K Sell
2020
Q3
$312K Buy
2019
Q4
$215K Buy