Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$15K Sell
2023
Q4
$33K Sell
2023
Q3
$76K Buy
2023
Q2
Sell
2023
Q1
$228K Sell
2022
Q4
$1.13M Sell
2022
Q3
$1.52M Buy
2022
Q2
$838K Buy
2022
Q1
Sell
2021
Q4
$2.48M Sell
2021
Q3
$3.52M Sell
2021
Q2
$6.38M Buy
2021
Q1
$1.27M Buy
2020
Q4
$1.04M Buy
2020
Q3
$313K Buy
2020
Q2
$56K Sell
2020
Q1
$142K Sell
2019
Q4
$1.08M Buy
2019
Q3
$65K Sell
2019
Q2
$364K Buy