Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$304K Sell
2024
Q1
$423K Buy
2023
Q4
$329K Buy
2023
Q3
$251K Sell
2023
Q2
$257K Buy
2023
Q1
$163K Buy
2022
Q4
$146K Buy
2022
Q3
$77K Buy
2022
Q2
$58K Buy
2022
Q1
$15K Sell
2021
Q4
$46K Sell
2021
Q3
$46K Buy
2021
Q2
$43K Buy
2021
Q1
$38K Buy
2020
Q4
$25K Buy
2020
Q3
$7K Buy