Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$329K Sell
2024
Q2
$1.82M Sell
2024
Q1
$2.45M Sell
2023
Q4
$2.95M Sell
2023
Q3
$2.61M Buy
2023
Q2
$2.99M Buy
2023
Q1
$203K Buy
2022
Q2
Sell
2022
Q1
$205K Hold
2021
Q4
$254K Hold
2021
Q3
$221K Buy
2021
Q2
$229K Buy
2021
Q1
Sell
2020
Q4
$201K Sell
2020
Q3
$201K Buy
2020
Q1
Sell
2019
Q4
$258K Buy
2019
Q3
$236K Buy
2019
Q2
Sell
2019
Q1
$206K Buy