Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$325K Buy
2023
Q3
$268K Buy
2023
Q2
$277K Buy
2023
Q1
$268K Sell
2022
Q4
$346K Buy
2022
Q3
$289K Buy
2022
Q2
$270K Sell
2022
Q1
$353K Sell
2021
Q4
$763K Sell
2021
Q3
$866K Sell
2021
Q2
$2.11M Sell
2021
Q1
$2.38M Sell
2020
Q4
$2.15M Sell
2020
Q3
$2.46M Buy
2020
Q2
$1.91M Buy