Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$501K Sell
2024
Q2
$390K Buy
2024
Q1
$338K Buy
2023
Q4
$409K Buy
2023
Q3
$330K Buy
2023
Q2
$334K Sell
2023
Q1
$322K Buy
2022
Q4
Sell
2022
Q3
$254K Buy
2022
Q2
Sell
2022
Q1
$238K Buy
2021
Q4
Sell
2021
Q3
$215K Buy
2021
Q2
Sell
2021
Q1
$355K Sell
2020
Q4
$540K Buy
2020
Q3
$265K Buy