Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$520K Buy
2023
Q4
$232K Sell
2023
Q3
$392K Sell
2023
Q2
$455K Buy
2023
Q1
$276K Buy
2022
Q4
$65.8K Sell
2022
Q3
$56.9K Sell
2022
Q2
$116K Buy
2022
Q1
$99.6K Sell
2021
Q4
$82.3K Buy
2021
Q3
$68.2K Sell
2021
Q2
$75.3K Sell
2021
Q1
$71.2K Sell
2020
Q4
$48.7K Buy
2020
Q3
$18.6K Hold
2020
Q2
$25K Sell
2020
Q1
$12.7K Sell
2019
Q4
$104K Sell
2019
Q3
$108K Sell
2019
Q2
$87.1K Sell
2019
Q1
$93.8K Sell
2018
Q4
$90.7K Sell
2018
Q3
$205K Buy