Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $330K | Sell |
|
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|
2024
Q2 | $307K | Buy |
|
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|
2024
Q1 | $267K | Sell |
|
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|
2023
Q4 | $272K | Sell |
|
|||||
|
2023
Q3 | $244K | Buy |
|
|||||
|
2023
Q2 | $198K | Buy |
|
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|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $234K | Sell |
|
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|
2020
Q3 | $507K | Sell |
|
|||||
|
2020
Q2 | $750K | Sell |
|
|||||
|
2020
Q1 | $1.72M | Buy |
|
|||||
|
2019
Q4 | $1.78M | Buy |
|
|||||
|
2019
Q3 | $776K | Buy |
|
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|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $23K | Sell |
|
|||||
|
2018
Q4 | $1.84M | Sell |
|
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|
2018
Q3 | $4.08M | Hold |
|
|||||
|
2018
Q2 | $3.9M | Buy |
|