Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$285K Sell
2024
Q1
$333K Buy
2023
Q4
$379K Buy
2023
Q3
$372K Sell
2023
Q2
$541K Sell
2023
Q1
$438K Sell
2022
Q4
$277K Buy
2022
Q3
$574K Buy
2022
Q2
$484K Sell
2022
Q1
$811K Sell
2021
Q4
$809K Hold
2021
Q3
$594K Sell
2021
Q2
$627K Buy
2021
Q1
$582K Buy
2020
Q4
$562K Buy
2020
Q3
$333K Buy