Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$294K Sell
2024
Q2
$319K Sell
2024
Q1
$291K Buy
2022
Q4
Sell
2022
Q3
$1M Buy
2022
Q2
$707K Sell
2022
Q1
$1.49M Buy
2021
Q4
$1.22M Buy
2021
Q3
$746K Buy
2021
Q2
$674K Sell
2021
Q1
$534K Buy
2018
Q4
Sell
2018
Q3
$205K Buy