Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$507K Sell
2024
Q2
$441K Buy
2024
Q1
$277K Sell
2023
Q4
$306K Buy
2023
Q3
$259K Hold
2023
Q2
$280K Sell
2023
Q1
$288K Sell
2022
Q4
$298K Buy
2022
Q3
$257K Hold
2022
Q2
$311K Sell
2022
Q1
$332K Sell
2021
Q4
$403K Buy
2021
Q3
$337K Buy
2021
Q2
$307K Buy
2021
Q1
$302K Buy
2020
Q4
$243K Buy