Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$33K Sell
2023
Q4
$62K Sell
2023
Q3
$85K Sell
2023
Q2
$133K Buy
2023
Q1
$13K Sell
2022
Q4
$194K Buy
2022
Q3
$163K Sell
2022
Q2
$217K Buy
2022
Q1
$204K Sell
2021
Q4
$574K Buy
2021
Q3
$327K Sell
2021
Q2
$474K Sell
2021
Q1
$2.04M Sell
2020
Q4
$2.16M Sell
2020
Q3
$2.09M Buy
2020
Q2
$49K Sell
2020
Q1
$163K Buy