Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$226K Buy
2022
Q3
Sell
2022
Q2
$204K Hold
2022
Q1
$312K Buy
2021
Q4
$546K Sell
2021
Q3
$774K Hold
2021
Q2
$1.14M Hold
2021
Q1
$805K Sell
2020
Q4
$862K Buy
2020
Q3
$475K Sell
2020
Q2
$384K Sell
2020
Q1
$349K Buy
2019
Q4
$468K Buy