Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$454K Sell
2023
Q4
$496K Sell
2023
Q3
$1.15M Buy
2022
Q4
Sell
2022
Q3
$2K Hold
2022
Q2
$2K Buy
2021
Q1
Sell
2020
Q4
$581K Buy
2020
Q3
Sell
2020
Q2
$148K Sell
2020
Q1
$181K Buy
2019
Q4
$204K Sell
2019
Q3
$769K Buy
2019
Q2
Sell
2019
Q1
$5.92M Buy