Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$473K Sell
2024
Q1
$495K Sell
2023
Q4
$420K Buy
2023
Q3
$321K Sell
2023
Q2
$373K Buy
2023
Q1
$334K Sell
2022
Q4
$309K Buy
2022
Q3
$246K Sell
2022
Q2
$377K Buy
2022
Q1
$312K Buy
2021
Q4
$358K Buy
2021
Q3
$309K Sell
2021
Q2
$341 Sell
2021
Q1
$384K Buy
2020
Q4
Sell
2020
Q3
$246K Buy