Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$347K Sell
2024
Q2
$799K Sell
2024
Q1
$900K Sell
2023
Q4
$793K Sell
2023
Q3
$776K Sell
2023
Q2
$802K Buy
2023
Q1
$316K Sell
2022
Q4
$319K Buy
2022
Q3
$265K Buy
2022
Q2
Sell
2022
Q1
$274K Buy
2020
Q3
Sell
2020
Q2
$215K Buy
2020
Q1
Sell
2019
Q4
$261K Buy
2019
Q3
$208K Buy