Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$291K Sell
2024
Q2
$284K Sell
2024
Q1
$316K Sell
2023
Q4
$283K Sell
2023
Q3
$295K Buy
2023
Q2
$265K Buy
2021
Q1
Sell
2020
Q4
$475K Sell
2020
Q3
$700K Buy
2020
Q2
$560K Sell
2020
Q1
$1.04M Buy
2019
Q4
$573K Buy