Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$132K Sell
2024
Q2
$162K Hold
2024
Q1
$223K Hold
2023
Q4
$173K Sell
2023
Q3
$188K Sell
2023
Q2
$180K Hold
2023
Q1
$174K Hold
2022
Q4
$207K Sell
2022
Q3
$711K Sell
2022
Q2
$745K Sell
2022
Q1
$2.3M Hold
2021
Q4
$2.56M Sell
2021
Q3
$3.74M Hold
2021
Q2
$4.22M Sell
2021
Q1
$4.42M Hold
2020
Q4
$3.44M Buy
2020
Q3
$1.54M Hold
2020
Q2
$1.84M Hold
2020
Q1
$1.5M Buy
2019
Q4
$2.33M Hold
2019
Q3
$2.21M Buy