Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$377K Hold
2023
Q4
$377K Sell
2023
Q3
$381K Sell
2023
Q2
$477K Buy
2023
Q1
$532K Buy
2022
Q4
$528K Buy
2022
Q3
$464K Buy
2022
Q2
$456K Buy
2022
Q1
$707K Buy
2021
Q4
$818K Sell
2021
Q3
$1.09M Buy
2021
Q2
$1.08M Buy
2021
Q1
$658K Sell
2020
Q4
$986K Buy
2020
Q3
$323K Sell
2020
Q2
$338K Buy
2020
Q1
$187K Sell
2019
Q4
$507K Sell
2019
Q3
$533K Buy
2019
Q2
$411K Buy