Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$312K Sell
2024
Q2
$278K Buy
2024
Q1
$255K Buy
2022
Q2
Sell
2022
Q1
$366K Sell
2021
Q4
$782K Sell
2021
Q3
$1.48M Sell
2021
Q2
$2.02M Sell
2021
Q1
$1.96M Sell
2020
Q4
$1.64M Buy
2020
Q3
$1.46M Buy
2020
Q2
$1.36M Sell
2020
Q1
$2.12M Buy
2019
Q4
$2.38M Buy
2019
Q3
$1.54M Buy
2019
Q2
$705K Buy
2019
Q1
$289K Buy
2018
Q4
$2K Sell
2018
Q3
$12K Buy