Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$280K Hold
2024
Q2
$250K Hold
2024
Q1
$233K Sell
2023
Q4
$537K Hold
2023
Q3
$530K Hold
2023
Q2
$565K Sell
2023
Q1
$1.3M Buy
2022
Q4
$1.18M Hold
2022
Q3
$1M Hold
2022
Q2
$1.2M Hold
2022
Q1
$1.37M Hold
2021
Q4
$1.5M Hold
2021
Q3
$1.39M Hold
2021
Q2
$1.21M Hold
2021
Q1
$1.21M Sell
2020
Q4
$1.18M Sell
2020
Q3
$1.08M Sell
2020
Q2
$1.28M Buy
2020
Q1
$932K Buy
2019
Q3
Sell
2019
Q2
$752K Buy