Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$188K Sell
2024
Q1
$288K Sell
2023
Q4
$535K Buy
2023
Q2
Sell
2023
Q1
$2.09M Buy
2022
Q3
Sell
2022
Q2
$1.69M Buy
2022
Q1
$1.73M Buy
2021
Q4
Sell
2021
Q3
$355K Sell
2021
Q2
$3.63M Buy
2020
Q4
Sell
2020
Q3
$424K Sell
2020
Q2
$948K Buy
2020
Q1
Sell
2019
Q4
$424K Sell
2019
Q3
$594K Buy