Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$328K Sell
2024
Q2
$280K Buy
2024
Q1
$233K Sell
2023
Q4
$217K Buy
2023
Q3
Sell
2023
Q2
$261K Sell
2023
Q1
$312K Sell
2022
Q4
$394K Buy
2022
Q3
$279K Sell
2022
Q2
$364K Buy
2020
Q4
Sell
2020
Q3
$262K Sell
2020
Q2
$430K Sell
2020
Q1
$1.88M Buy
2019
Q4
$2.99M Sell
2019
Q3
$2.75M Sell
2019
Q2
$2.65M Buy
2019
Q1
$2.34M Buy
2018
Q4
$1.78M Buy
2018
Q3
$979K Buy
2018
Q2
$120K Buy