Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$11K Sell
2023
Q4
$202K Sell
2023
Q3
$323K Buy
2023
Q2
$216K Buy
2023
Q1
$88K Sell
2022
Q4
$55K Buy
2022
Q3
$49K Buy
2022
Q2
$29K Sell
2022
Q1
$90K Buy
2021
Q4
$135K Sell
2021
Q3
$265K Sell
2021
Q2
$2.93M Buy
2021
Q1
$1.75M Sell
2020
Q4
$8.32M Buy
2020
Q3
$7.36M Buy
2020
Q2
$5.83M Buy
2020
Q1
$52K Sell
2019
Q4
$135K Sell
2019
Q3
$174K Buy