Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$216K Sell
2024
Q1
$282K Sell
2023
Q4
$280K Sell
2023
Q3
$246K Buy
2022
Q3
Sell
2022
Q2
$235K Sell
2022
Q1
$739K Sell
2021
Q4
$1.18M Sell
2021
Q3
$1.44M Sell
2021
Q2
$2.14M Sell
2021
Q1
$2.34M Buy
2020
Q4
$1.76M Buy
2020
Q3
$875K Buy
2020
Q2
$307K Sell
2020
Q1
$426K Buy
2019
Q4
$339K Buy