Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$202K Buy
2022
Q4
Sell
2022
Q3
$236K Sell
2022
Q2
$465K Sell
2022
Q1
$819K Buy
2021
Q4
$627K Buy
2021
Q3
$250K Buy
2020
Q4
Sell
2020
Q3
$540K Sell
2020
Q2
$773K Sell
2020
Q1
$2.3M Sell
2019
Q4
$3.09M Sell
2019
Q3
$2.75M Buy
2019
Q2
$2.62M Buy
2019
Q1
$2.29M Buy
2018
Q4
$1.45M Buy
2018
Q3
$971K Buy
2018
Q2
$116K Buy