Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$412K Sell
2024
Q1
$491K Sell
2023
Q4
$462K Sell
2023
Q3
$510K Sell
2023
Q2
$552K Sell
2023
Q1
$902K Sell
2022
Q4
$1.01M Sell
2022
Q3
$1.14M Sell
2022
Q2
$1.41M Sell
2022
Q1
$2.12M Sell
2021
Q4
$5.24M Sell
2021
Q3
$4.79M Sell
2021
Q2
$4.79M Buy
2021
Q1
$4.48M Buy
2020
Q4
$3.38M Buy
2020
Q3
$2.52M Buy
2018
Q4
Sell
2018
Q3
$3K Buy