Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$352K Sell
2023
Q4
$1.07M Buy
2023
Q3
$234K Buy
2023
Q2
$67K Sell
2023
Q1
$203K Sell
2022
Q4
$934K Sell
2022
Q3
$1.39M Buy
2022
Q2
$1.08M Buy
2022
Q1
$775K Sell
2021
Q4
$3.56M Buy
2021
Q3
$1.1M Buy
2021
Q2
$1.18M Sell
2021
Q1
$1.26M Buy
2020
Q4
$589K Sell
2020
Q3
$1.44M Sell
2020
Q2
$2.9M Buy
2020
Q1
$571K Sell
2019
Q4
$3.23M Buy
2019
Q3
$1.64M Buy
2019
Q2
$1.07M Buy