Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$209K Sell
2023
Q3
$234K Buy
2021
Q4
Sell
2021
Q3
$284K Sell
2021
Q2
$686K Sell
2021
Q1
$897K Sell
2020
Q4
$894K Buy
2020
Q3
$683K Buy
2020
Q2
Sell
2020
Q1
$22K Sell
2019
Q4
$129K Sell
2019
Q3
$226K Buy
2019
Q2
$167K Sell
2019
Q1
$269K Buy
2018
Q4
$172K Sell
2018
Q3
$205K Buy
2018
Q2
$94K Buy