Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$251K Sell
2024
Q2
$236K Buy
2024
Q1
$230K Sell
2023
Q4
$224K Sell
2023
Q3
$226K Sell
2023
Q2
$274K Sell
2023
Q1
$309K Sell
2022
Q4
$420K Sell
2022
Q3
$475K Sell
2022
Q2
$775K Sell
2022
Q1
$1.23M Sell
2021
Q4
$1.26M Sell
2021
Q3
$1.22M Sell
2021
Q2
$1.31M Sell
2021
Q1
$1.66M Buy
2020
Q4
$1.33M Buy
2020
Q3
$562K Buy
2020
Q2
$416K Sell
2020
Q1
$596K Sell
2019
Q4
$1.02M Buy
2019
Q3
$830K Buy
2019
Q2
$60K Buy