Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$127K Buy
2023
Q4
$74K Sell
2023
Q3
$271K Sell
2023
Q2
$385K Sell
2023
Q1
$681K Buy
2022
Q4
$106K Sell
2022
Q3
$234K Buy
2022
Q2
$52K Sell
2022
Q1
$557K Buy
2021
Q4
$113K Sell
2021
Q3
$1.3M Buy
2021
Q2
$13K Sell
2021
Q1
$82K Sell
2020
Q4
$376K Sell
2020
Q3
$287K Buy
2020
Q2
$131K Buy