Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$220K Hold
2023
Q4
$223K Sell
2023
Q3
$835K Sell
2023
Q2
$692K Buy
2023
Q1
$456K Buy
2022
Q4
$304K Sell
2022
Q3
$286K Sell
2022
Q2
$381K Buy
2022
Q1
$361K Buy
2021
Q3
$335K Sell
2021
Q2
$411K Sell
2021
Q1
$427K Sell
2020
Q4
$405K Buy
2020
Q3
$446K Buy
2020
Q2
$353K Buy
2020
Q1
$300K Buy
2019
Q4
$329K Buy