Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$388K Sell
2024
Q1
$415K Sell
2023
Q4
$499K Sell
2023
Q3
$428K Hold
2023
Q2
$449K Sell
2023
Q1
$509K Hold
2022
Q4
$498K Hold
2022
Q3
$402K Sell
2022
Q2
$499K Sell
2022
Q1
$651K Hold
2021
Q4
$508K Sell
2021
Q3
$482K Buy
2021
Q2
$645K Hold
2021
Q1
$614K Buy
2020
Q4
$536K Buy
2020
Q3
$306K Buy
2020
Q2
$277K Hold
2020
Q1
$205K Buy
2019
Q4
$283K Buy