Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$332K Sell
2024
Q1
$412K Sell
2023
Q4
$441K Buy
2023
Q3
$320K Sell
2023
Q2
$363K Sell
2023
Q1
$298K Sell
2022
Q4
$367K Sell
2022
Q3
$431K Sell
2022
Q2
$788K Sell
2022
Q1
$1.73M Sell
2021
Q4
$2.02M Sell
2021
Q3
$1.64M Buy
2021
Q2
$1.58M Buy
2021
Q1
$1.53M Buy
2020
Q4
$1.08M Buy
2020
Q3
$254K Buy
2020
Q2
Sell
2020
Q1
$171K Sell
2019
Q4
$352K Buy