Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$458K Buy
2024
Q2
$413K Sell
2024
Q1
$456K Sell
2023
Q4
$452K Sell
2023
Q3
$463K Sell
2023
Q2
$523K Sell
2023
Q1
$486K Sell
2022
Q4
$568K Buy
2022
Q3
$472K Buy
2022
Q2
$520K Hold
2022
Q1
$566K Buy
2021
Q4
$665K Buy
2021
Q3
$557K Buy
2021
Q2
$546K Buy
2021
Q1
$472K Buy
2020
Q4
$427K Buy