Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$217K Sell
2023
Q3
$227K Sell
2023
Q2
$252K Sell
2023
Q1
$315K Sell
2022
Q4
$472K Sell
2022
Q3
$518K Sell
2022
Q2
$836K Sell
2022
Q1
$1.35M Buy
2021
Q4
$1.13M Buy
2021
Q3
$496K Buy
2020
Q4
Sell
2020
Q3
$397K Sell
2020
Q2
$548K Sell
2020
Q1
$1.21M Buy
2019
Q4
$1.67M Buy
2019
Q3
$599K Buy
2019
Q2
$28K Buy