Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$258K Sell
2024
Q2
$226K Buy
2024
Q1
$241K Sell
2023
Q4
$259K Buy
2023
Q3
$212K Buy
2023
Q2
$241K Sell
2023
Q1
$268K Sell
2022
Q4
$405K Sell
2022
Q3
$483K Sell
2022
Q2
$747K Sell
2022
Q1
$1.25M Sell
2021
Q4
$1.78M Buy
2021
Q3
$1.11M Buy
2021
Q2
$896K Buy
2021
Q1
$582K Buy
2018
Q4
Sell
2018
Q3
$73K Buy